Vanguard Personalized Indexing Management’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
112,621
+944
| +0.8% | +$12.3K | 0.01% | 743 |
|
|
2025
Q4 | $1.57M | Sell |
111,677
-8,520
| -7% | -$118K | 0.02% | 695 |
|
|
2025
Q3 | $1.7M | Buy |
120,197
+1,004
| +0.8% | +$14.4K | 0.02% | 652 |
|
|
2025
Q2 | $1.78M | Buy |
119,193
+8,276
| +7% | +$129K | 0.02% | 609 |
|
|
2025
Q1 | $1.78M | Buy |
110,917
+5,153
| +5% | +$84.6K | 0.03% | 536 |
|
|
2024
Q4 | $1.7M | Buy |
105,764
+7,822
| +8% | +$117K | 0.03% | 535 |
|
|
2024
Q3 | $1.33M | Buy |
97,942
+27,786
| +40% | +$373K | 0.02% | 632 |
|
|
2024
Q2 | $872K | Buy |
70,156
+2,703
| +4% | +$33.3K | 0.02% | 744 |
|
|
2024
Q1 | $888K | Buy |
67,453
+10,455
| +18% | +$130K | 0.02% | 723 |
|
|
2023
Q4 | $701K | Sell |
56,998
-1,277
| -2% | -$14.9K | 0.02% | 826 |
|
|
2023
Q3 | $614K | Sell |
58,275
-17,600
| -23% | -$189K | 0.02% | 794 |
|
|
2023
Q2 | $795K | Buy |
75,875
+676
| +0.9% | +$6.97K | 0.02% | 674 |
|
|
2023
Q1 | $786K | Sell |
75,199
-2,385
| -3% | -$25.8K | 0.03% | 654 |
|
|
2022
Q4 | $874K | Buy |
77,584
+19,820
| +34% | +$218K | 0.04% | 564 |
|
|
2022
Q3 | $552K | Buy |
57,764
+5,126
| +10% | +$51K | 0.03% | 753 |
|
|
2022
Q2 | $485K | Buy |
52,638
+20,076
| +62% | +$194K | 0.02% | 836 |
|
|
2022
Q1 | $325K | Buy |
32,562
+10,516
| +48% | +$95K | 0.02% | 977 |
|
|
2021
Q4 | $185K | Buy |
22,046
+9,289
| +73% | +$79.8K | 0.01% | 1008 |
|
|
2021
Q3 | $123K | Buy |
+12,757
| New | +$138K | 0.01% | 949 |
|
|
2021
Q2 | – | Sell |
-12,530
| Closed | -$134K | – | 973 |
|
|
2021
Q1 | $134K | Sell |
12,530
-4,662
| -27% | -$48.5K | 0.02% | 701 |
|
|
2020
Q4 | $158K | Sell |
17,192
-574
| -3% | -$4.6K | 0.03% | 522 |
|
|
2020
Q3 | $126K | Buy |
+17,766
| New | +$128K | 0.04% | 433 |
|
Other funds holding PSO
LP
