Vanguard Personalized Indexing Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $919K | Buy |
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|
2025
Q2 | $589K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $216K | Buy |
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