Vanguard Personalized Indexing Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.02M Buy
2025
Q1
$2.47M Buy
2024
Q4
$1.39M Sell
2024
Q3
$1.47M Buy
2024
Q2
$1.65M Buy
2024
Q1
$1.64M Buy
2023
Q4
$1.35M Sell
2023
Q3
$1.4M Sell
2023
Q2
$1.19M Sell
2023
Q1
$1.68M Sell
2022
Q4
$1.73M Buy
2022
Q3
$600K Buy
2022
Q2
$871K Buy
2022
Q1
$958K Buy
2021
Q4
$664K Buy
2021
Q3
$662K Buy
2021
Q2
$632K Buy
2021
Q1
$341K Buy
2020
Q4
$315K Buy
2020
Q3
$215K Buy