VPIM
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Vanguard Personalized Indexing Management’s Invesco Preferred ETF PGX Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63,246
Closed -$751K – 1318
2022
Q3 		$751K Buy
+63,246
New +$796K 0.03% 606

Other funds holding PGX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's PGX Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 63,246 shares — an estimated $751K sold.

Vanguard Personalized Indexing Management first reported a position in PGX in Q3 2022 and held it in 1 quarter. The position peaked at $751K in Q3 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 63,246 Invesco Preferred ETF shares in Q4 2022, an estimated $751K.
  • Vanguard Personalized Indexing Management first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Invesco Preferred ETF position peaked at $751K in Q3 2022.
  • 496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.