Vanguard Personalized Indexing Management’s PDC Energy, Inc. PDCE Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PDCE Stock Details PDCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,003	Closed	-$640K	–	1570
2023 Q2	$640K	Sell	9,003 -106	-1%	-$7.16K	0.02%	783
2023 Q1	$585K	Buy	9,109 +1,990	+28%	+$129K	0.02%	791
2022 Q4	$452K	Buy	7,119 +1,478	+26%	+$103K	0.02%	836
2022 Q3	$326K	Buy	5,641 +1,317	+30%	+$80.8K	0.01%	938
2022 Q2	$266K	Buy	+4,324	New	+$313K	0.01%	1024

Other funds holding PDCE

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's PDCE Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of PDC Energy, Inc. (PDCE) in Q3 2023, closing a stake of 9,003 shares — an estimated $640K sold.

Vanguard Personalized Indexing Management first reported a position in PDCE in Q2 2022 and held it in 5 quarters. The position peaked at $640K in Q2 2023. 4 funds tracked by Wall St. Rank hold PDCE as of Q3 2023.

Vanguard Personalized Indexing Management reported no remaining PDC Energy, Inc. position as of Q3 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 9,003 PDC Energy, Inc. shares in Q3 2023, an estimated $640K.
Vanguard Personalized Indexing Management first reported a position in PDC Energy, Inc. in Q2 2022 and held it in 5 quarters.
Vanguard Personalized Indexing Management's PDC Energy, Inc. position peaked at $640K in Q2 2023.
4 funds tracked by Wall St. Rank held PDC Energy, Inc. as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.