Vanguard Personalized Indexing Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
9,799
+223
| +2% | +$129K | 0.06% | 262 |
|
|
2025
Q1 | $5.42M | Buy |
9,576
+454
| +5% | +$257K | 0.08% | 225 |
|
|
2024
Q4 | $5.47M | Buy |
9,122
+528
| +6% | +$317K | 0.08% | 204 |
|
|
2024
Q3 | $5.01M | Buy |
8,594
+1,141
| +15% | +$665K | 0.08% | 212 |
|
|
2024
Q2 | $3.59M | Buy |
7,453
+1,383
| +23% | +$666K | 0.07% | 251 |
|
|
2024
Q1 | $3.4M | Buy |
6,070
+231
| +4% | +$129K | 0.07% | 246 |
|
|
2023
Q4 | $3.3M | Sell |
5,839
-2,055
| -26% | -$1.16M | 0.08% | 216 |
|
|
2023
Q3 | $4.05M | Buy |
7,894
+424
| +6% | +$218K | 0.12% | 150 |
|
|
2023
Q2 | $3.51M | Sell |
7,470
-35
| -0.5% | -$16.4K | 0.11% | 176 |
|
|
2023
Q1 | $4.2M | Sell |
7,505
-283
| -4% | -$158K | 0.15% | 124 |
|
|
2022
Q4 | $3.62M | Buy |
7,788
+179
| +2% | +$83.3K | 0.15% | 130 |
|
|
2022
Q3 | $3.21M | Buy |
7,609
+707
| +10% | +$298K | 0.15% | 133 |
|
|
2022
Q2 | $2.85M | Buy |
6,902
+4,586
| +198% | +$1.89M | 0.13% | 144 |
|
|
2022
Q1 | $1.17M | Buy |
2,316
+452
| +24% | +$227K | 0.06% | 374 |
|
|
2021
Q4 | $1.14M | Buy |
1,864
+457
| +32% | +$280K | 0.07% | 325 |
|
|
2021
Q3 | $856K | Buy |
1,407
+372
| +36% | +$226K | 0.08% | 271 |
|
|
2021
Q2 | $552K | Buy |
1,035
+407
| +65% | +$217K | 0.06% | 439 |
|
|
2021
Q1 | $263K | Buy |
628
+12
| +2% | +$5.03K | 0.04% | 555 |
|
|
2020
Q4 | $275K | Buy |
+616
| New | +$275K | 0.06% | 402 |
|