Vanguard Personalized Indexing Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.31M | Sell |
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|
2025
Q2 | $5.65M | Buy |
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|
2025
Q1 | $5.42M | Buy |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $5.01M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.4M | Buy |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $4.05M | Buy |
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|
2023
Q2 | $3.51M | Sell |
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|
2023
Q1 | $4.2M | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $275K | Buy |
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