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