Vanguard Personalized Indexing Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
30,197
+6,718
| +29% | +$672K | 0.03% | 435 |
|
|
2025
Q1 | $2.47M | Buy |
23,479
+5,855
| +33% | +$616K | 0.04% | 419 |
|
|
2024
Q4 | $1.39M | Sell |
17,624
-2,151
| -11% | -$169K | 0.02% | 619 |
|
|
2024
Q3 | $1.47M | Buy |
19,775
+2,099
| +12% | +$156K | 0.02% | 590 |
|
|
2024
Q2 | $1.65M | Buy |
17,676
+1,975
| +13% | +$185K | 0.03% | 468 |
|
|
2024
Q1 | $1.64M | Buy |
15,701
+799
| +5% | +$83.6K | 0.04% | 451 |
|
|
2023
Q4 | $1.35M | Sell |
14,902
-2,214
| -13% | -$200K | 0.03% | 488 |
|
|
2023
Q3 | $1.4M | Sell |
17,116
-43
| -0.3% | -$3.51K | 0.04% | 417 |
|
|
2023
Q2 | $1.19M | Sell |
17,159
-2,319
| -12% | -$161K | 0.04% | 488 |
|
|
2023
Q1 | $1.68M | Sell |
19,478
-5,804
| -23% | -$501K | 0.06% | 340 |
|
|
2022
Q4 | $1.73M | Buy |
25,282
+14,733
| +140% | +$1.01M | 0.07% | 300 |
|
|
2022
Q3 | $600K | Buy |
10,549
+913
| +9% | +$51.9K | 0.03% | 712 |
|
|
2022
Q2 | $871K | Buy |
9,636
+3,288
| +52% | +$297K | 0.04% | 529 |
|
|
2022
Q1 | $958K | Buy |
6,348
+3,386
| +114% | +$511K | 0.05% | 468 |
|
|
2021
Q4 | $664K | Buy |
2,962
+174
| +6% | +$39K | 0.04% | 583 |
|
|
2021
Q3 | $662K | Buy |
2,788
+207
| +8% | +$49.2K | 0.06% | 380 |
|
|
2021
Q2 | $632K | Buy |
2,581
+1,032
| +67% | +$253K | 0.07% | 379 |
|
|
2021
Q1 | $341K | Buy |
1,549
+312
| +25% | +$68.7K | 0.05% | 454 |
|
|
2020
Q4 | $315K | Buy |
1,237
+231
| +23% | +$58.8K | 0.07% | 351 |
|
|
2020
Q3 | $215K | Buy |
+1,006
| New | +$215K | 0.06% | 379 |
|