Vanguard Personalized Indexing Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
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|
2025
Q1 | $4.61M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.26M | Buy |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.04M | Buy |
|
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $255K | Buy |
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