Vanguard Personalized Indexing Management’s OR Royalties Inc. OR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
15,025
+203
| +1% | +$5.22K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $313K | Sell |
14,822
-640
| -4% | -$13.5K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $280K | Buy |
15,462
+8
| +0.1% | +$145 | ﹤0.01% | 1368 |
|
|
2024
Q3 | $286K | Sell |
15,454
-192
| -1% | -$3.55K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $244K | Sell |
15,646
-997
| -6% | -$15.5K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $273K | Buy |
16,643
+4,237
| +34% | +$69.6K | 0.01% | 1309 |
|
|
2023
Q4 | $177K | Buy |
+12,406
| New | +$177K | ﹤0.01% | 1426 |
|