Vanguard Personalized Indexing Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
23,738
+10,183
| +75% | +$414K | 0.01% | 885 |
|
|
2025
Q1 | $555K | Buy |
13,555
+4,149
| +44% | +$170K | 0.01% | 1058 |
|
|
2024
Q4 | $542K | Buy |
9,406
+3,572
| +61% | +$206K | 0.01% | 1074 |
|
|
2024
Q3 | $486K | Buy |
5,834
+1,177
| +25% | +$98K | 0.01% | 1108 |
|
|
2024
Q2 | $365K | Buy |
4,657
+1,881
| +68% | +$147K | 0.01% | 1179 |
|
|
2024
Q1 | $278K | Buy |
+2,776
| New | +$278K | 0.01% | 1297 |
|
|
2023
Q4 | – | Sell |
-4,418
| Closed | -$460K | – | 1617 |
|
|
2023
Q3 | $460K | Sell |
4,418
-97
| -2% | -$10.1K | 0.01% | 913 |
|
|
2023
Q2 | $546K | Buy |
4,515
+35
| +0.8% | +$4.23K | 0.02% | 857 |
|
|
2023
Q1 | $496K | Buy |
+4,480
| New | +$496K | 0.02% | 877 |
|
|
2022
Q4 | – | Sell |
-5,189
| Closed | -$496K | – | 1320 |
|
|
2022
Q3 | $496K | Sell |
5,189
-155
| -3% | -$14.8K | 0.02% | 790 |
|
|
2022
Q2 | $531K | Buy |
5,344
+776
| +17% | +$77.1K | 0.02% | 794 |
|
|
2022
Q1 | $481K | Buy |
+4,568
| New | +$481K | 0.02% | 849 |
|
|
2021
Q3 | – | Sell |
-2,510
| Closed | -$344K | – | 1034 |
|
|
2021
Q2 | $344K | Buy |
+2,510
| New | +$344K | 0.04% | 672 |
|