Vanguard Personalized Indexing Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.96M | Buy |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $2.32M | Buy |
|
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.12M | Buy |
|
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|
2024
Q2 | $1.8M | Buy |
|
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|
2024
Q1 | $1.87M | Sell |
|
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|
2023
Q4 | $2.09M | Buy |
|
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|
2023
Q3 | $1.78M | Buy |
|
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|
2023
Q2 | $1.81M | Sell |
|
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|
2023
Q1 | $1.81M | Buy |
|
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.41M | Buy |
|
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|
2022
Q2 | $1.19M | Buy |
|
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|
2022
Q1 | $838K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $701K | Buy |
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|
2021
Q1 | $287K | Buy |
|