Vanguard Personalized Indexing Management’s Insperity NSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,362
| Closed | -$389K | – | 2006 |
|
|
2025
Q1 | $389K | Buy |
4,362
+559
| +15% | +$49.9K | 0.01% | 1228 |
|
|
2024
Q4 | $295K | Buy |
+3,803
| New | +$295K | ﹤0.01% | 1341 |
|
|
2024
Q1 | – | Sell |
-3,062
| Closed | -$359K | – | 1657 |
|
|
2023
Q4 | $359K | Buy |
+3,062
| New | +$359K | 0.01% | 1158 |
|
|
2023
Q3 | – | Sell |
-1,694
| Closed | -$202K | – | 1534 |
|
|
2023
Q2 | $202K | Sell |
1,694
-131
| -7% | -$15.6K | 0.01% | 1330 |
|
|
2023
Q1 | $218K | Buy |
+1,825
| New | +$218K | 0.01% | 1285 |
|