Vanguard Personalized Indexing Management’s Penumbra PEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
2025
Q1
$1.19M Buy
2024
Q4
$1.04M Buy
2024
Q3
$832K Sell
2024
Q2
$776K Buy
2024
Q1
$923K Sell
2023
Q4
$1.36M Buy
2023
Q3
$1.27M Buy
2023
Q2
$1.64M Sell
2023
Q1
$1.34M Buy
2022
Q4
$960K Buy
2022
Q3
$716K Buy
2022
Q2
$415K Buy
2022
Q1
$638K Buy
2021
Q4
$207K Buy
2021
Q3
Sell
2021
Q2
$324K Buy