Vanguard Personalized Indexing Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $6.8M | Sell |
|
|||||
|
2025
Q3 | $7.57M | Buy |
|
|||||
|
2025
Q2 | $6.74M | Buy |
|
|||||
|
2025
Q1 | $5.87M | Buy |
|
|||||
|
2024
Q4 | $4.73M | Buy |
|
|||||
|
2024
Q3 | $5.3M | Buy |
|
|||||
|
2024
Q2 | $3.73M | Buy |
|
|||||
|
2024
Q1 | $3.47M | Buy |
|
|||||
|
2023
Q4 | $3.03M | Buy |
|
|||||
|
2023
Q3 | $1.94M | Sell |
|
|||||
|
2023
Q2 | $2.42M | Buy |
|
|||||
|
2023
Q1 | $2.2M | Buy |
|
|||||
|
2022
Q4 | $2.16M | Buy |
|
|||||
|
2022
Q3 | $1.82M | Sell |
|
|||||
|
2022
Q2 | $2.32M | Buy |
|
|||||
|
2022
Q1 | $1.54M | Buy |
|
|||||
|
2021
Q4 | $1.4M | Buy |
|
|||||
|
2021
Q3 | $522K | Buy |
|
|||||
|
2021
Q2 | $458K | Sell |
|
|||||
|
2021
Q1 | $462K | Buy |
|
|||||
|
2020
Q4 | $246K | Buy |
|
|||||
|
2020
Q3 | $221K | Buy |
|