Vanguard Personalized Indexing Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
29,908
+2,390
| +9% | +$190K | 0.03% | 506 |
|
|
2025
Q1 | $2.32M | Buy |
27,518
+3,490
| +15% | +$294K | 0.03% | 445 |
|
|
2024
Q4 | $1.86M | Sell |
24,028
-614
| -2% | -$47.5K | 0.03% | 503 |
|
|
2024
Q3 | $2.12M | Buy |
24,642
+1,492
| +6% | +$128K | 0.03% | 459 |
|
|
2024
Q2 | $1.8M | Buy |
23,150
+1,509
| +7% | +$117K | 0.03% | 437 |
|
|
2024
Q1 | $1.87M | Sell |
21,641
-4,929
| -19% | -$425K | 0.04% | 410 |
|
|
2023
Q4 | $2.09M | Buy |
26,570
+1,805
| +7% | +$142K | 0.05% | 331 |
|
|
2023
Q3 | $1.78M | Buy |
24,765
+865
| +4% | +$62.3K | 0.05% | 345 |
|
|
2023
Q2 | $1.81M | Sell |
23,900
-450
| -2% | -$34.1K | 0.06% | 338 |
|
|
2023
Q1 | $1.81M | Buy |
24,350
+4,833
| +25% | +$359K | 0.06% | 326 |
|
|
2022
Q4 | $1.64M | Sell |
19,517
-82
| -0.4% | -$6.88K | 0.07% | 324 |
|
|
2022
Q3 | $1.41M | Buy |
19,599
+1,849
| +10% | +$133K | 0.06% | 324 |
|
|
2022
Q2 | $1.19M | Buy |
17,750
+6,333
| +55% | +$423K | 0.05% | 389 |
|
|
2022
Q1 | $838K | Sell |
11,417
-3,164
| -22% | -$232K | 0.04% | 553 |
|
|
2021
Q4 | $1.06M | Buy |
14,581
+6,376
| +78% | +$461K | 0.06% | 363 |
|
|
2021
Q3 | $528K | Sell |
8,205
-2,882
| -26% | -$185K | 0.05% | 482 |
|
|
2021
Q2 | $701K | Buy |
11,087
+6,308
| +132% | +$399K | 0.07% | 339 |
|
|
2021
Q1 | $287K | Buy |
+4,779
| New | +$287K | 0.04% | 525 |
|