Vanguard Personalized Indexing Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $344K | Buy |
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