Vanguard Personalized Indexing Management’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
49,159
+8,476
| +21% | +$758K | 0.05% | 329 |
|
|
2025
Q1 | $3.09M | Buy |
40,683
+2,214
| +6% | +$168K | 0.05% | 358 |
|
|
2024
Q4 | $2.97M | Buy |
38,469
+2,143
| +6% | +$166K | 0.04% | 351 |
|
|
2024
Q3 | $2.65M | Buy |
36,326
+5,254
| +17% | +$384K | 0.04% | 380 |
|
|
2024
Q2 | $1.86M | Buy |
31,072
+3,133
| +11% | +$187K | 0.04% | 424 |
|
|
2024
Q1 | $1.76M | Buy |
27,939
+1,740
| +7% | +$110K | 0.04% | 429 |
|
|
2023
Q4 | $1.52M | Sell |
26,199
-1,539
| -6% | -$89.5K | 0.04% | 444 |
|
|
2023
Q3 | $1.35M | Sell |
27,738
-2,772
| -9% | -$135K | 0.04% | 431 |
|
|
2023
Q2 | $1.52M | Buy |
30,510
+447
| +1% | +$22.3K | 0.05% | 394 |
|
|
2023
Q1 | $1.64M | Sell |
30,063
-8,765
| -23% | -$479K | 0.06% | 349 |
|
|
2022
Q4 | $2.38M | Buy |
38,828
+1,072
| +3% | +$65.8K | 0.1% | 217 |
|
|
2022
Q3 | $2.14M | Buy |
37,756
+6,130
| +19% | +$347K | 0.1% | 211 |
|
|
2022
Q2 | $1.61M | Buy |
31,626
+18,363
| +138% | +$934K | 0.07% | 262 |
|
|
2022
Q1 | $788K | Sell |
13,263
-8,364
| -39% | -$497K | 0.04% | 600 |
|
|
2021
Q4 | $1.51M | Buy |
21,627
+2,949
| +16% | +$206K | 0.09% | 233 |
|
|
2021
Q3 | $1.2M | Buy |
18,678
+2,148
| +13% | +$138K | 0.11% | 188 |
|
|
2021
Q2 | $969K | Buy |
16,530
+12,123
| +275% | +$711K | 0.1% | 213 |
|
|
2021
Q1 | $217K | Buy |
+4,407
| New | +$217K | 0.03% | 650 |
|