Vanguard Personalized Indexing Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
48,756
+6,615
| +16% | +$286K | 0.02% | 552 |
|
2025
Q1 | $1.8M | Buy |
42,141
+3,434
| +9% | +$146K | 0.03% | 527 |
|
2024
Q4 | $1.58M | Buy |
38,707
+1,873
| +5% | +$76.5K | 0.02% | 559 |
|
2024
Q3 | $1.79M | Buy |
36,834
+1,843
| +5% | +$89.4K | 0.03% | 512 |
|
2024
Q2 | $1.49M | Buy |
34,991
+1,357
| +4% | +$57.7K | 0.03% | 510 |
|
2024
Q1 | $1.44M | Buy |
33,634
+4,883
| +17% | +$209K | 0.03% | 492 |
|
2023
Q4 | $1.24M | Buy |
28,751
+15,092
| +110% | +$650K | 0.03% | 529 |
|
2023
Q3 | $483K | Sell |
13,659
-1,237
| -8% | -$43.7K | 0.01% | 895 |
|
2023
Q2 | $637K | Sell |
14,896
-6,317
| -30% | -$270K | 0.02% | 785 |
|
2023
Q1 | $937K | Buy |
21,213
+12,881
| +155% | +$569K | 0.03% | 562 |
|
2022
Q4 | $381K | Sell |
8,332
-16,810
| -67% | -$769K | 0.02% | 890 |
|
2022
Q3 | $1M | Buy |
25,142
+697
| +3% | +$27.8K | 0.05% | 476 |
|
2022
Q2 | $1.05M | Buy |
24,445
+2,700
| +12% | +$116K | 0.05% | 439 |
|
2022
Q1 | $977K | Buy |
21,745
+13,241
| +156% | +$595K | 0.05% | 459 |
|
2021
Q4 | $409K | Buy |
8,504
+1,482
| +21% | +$71.3K | 0.02% | 769 |
|
2021
Q3 | $303K | Buy |
7,022
+1,296
| +23% | +$55.9K | 0.03% | 763 |
|
2021
Q2 | $268K | Buy |
+5,726
| New | +$268K | 0.03% | 780 |
|