Vanguard Personalized Indexing Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $10.9M | Buy |
|
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|
2024
Q1 | $8.93M | Buy |
|
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|
2023
Q4 | $7.19M | Sell |
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|
2023
Q3 | $8.64M | Buy |
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|
2023
Q2 | $8.74M | Buy |
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|
2023
Q1 | $8.6M | Buy |
|
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|
2022
Q4 | $7.44M | Sell |
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|
2022
Q3 | $7.85M | Buy |
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|
2022
Q2 | $5.79M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $4.24M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $904K | Buy |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $376K | Buy |
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