Vanguard Personalized Indexing Management’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+9,232
| New | +$202K | ﹤0.01% | 1627 |
|
|
2025
Q1 | – | Sell |
-20,189
| Closed | -$428K | – | 1893 |
|
|
2024
Q4 | $428K | Buy |
20,189
+927
| +5% | +$19.7K | 0.01% | 1191 |
|
|
2024
Q3 | $385K | Buy |
19,262
+557
| +3% | +$11.1K | 0.01% | 1232 |
|
|
2024
Q2 | $349K | Buy |
18,705
+2,184
| +13% | +$40.7K | 0.01% | 1206 |
|
|
2024
Q1 | $365K | Buy |
16,521
+2,069
| +14% | +$45.7K | 0.01% | 1174 |
|
|
2023
Q4 | $323K | Buy |
14,452
+4,104
| +40% | +$91.8K | 0.01% | 1192 |
|
|
2023
Q3 | $222K | Sell |
10,348
-637
| -6% | -$13.7K | 0.01% | 1257 |
|
|
2023
Q2 | $304K | Buy |
10,985
+4,489
| +69% | +$124K | 0.01% | 1122 |
|
|
2023
Q1 | $210K | Buy |
+6,496
| New | +$210K | 0.01% | 1311 |
|