Vanguard Personalized Indexing Management’s OR Royalties Inc OR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$665K Sell
17,496
-216
-1% -$8.87K 0.01% 1138
2025
Q4
$627K Buy
17,712
+1,241
+8% +$43.5K 0.01% 1135
2025
Q3
$660K Buy
16,471
+1,446
+10% +$45.1K 0.01% 1113
2025
Q2
$386K Buy
15,025
+203
+1% +$4.89K ﹤0.01% 1322
2025
Q1
$313K Sell
14,822
-640
-4% -$12.3K ﹤0.01% 1320
2024
Q4
$280K Buy
15,462
+8
+0.1% +$156 ﹤0.01% 1368
2024
Q3
$286K Sell
15,454
-192
-1% -$3.32K ﹤0.01% 1369
2024
Q2
$244K Sell
15,646
-997
-6% -$16.1K ﹤0.01% 1370
2024
Q1
$273K Buy
16,643
+4,237
+34% +$62.6K 0.01% 1309
2023
Q4
$177K Buy
+12,406
New +$163K ﹤0.01% 1426

Other funds holding OR