Vanguard Personalized Indexing Management’s The Marzetti Company MZTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $679K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $763K | Buy |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $485K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $610K | Sell |
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|
2020
Q3 | $803K | Sell |
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|
2020
Q2 | $855K | Sell |
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|
2020
Q1 | $1.29M | Buy |
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