Vanguard Personalized Indexing Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
2025
Q1
$1.09M Buy
2024
Q4
$1.15M Buy
2024
Q3
$1.04M Buy
2024
Q2
$714K Buy
2024
Q1
$607K Sell
2023
Q4
$650K Buy
2023
Q3
$427K Hold
2023
Q2
$440K Sell
2023
Q1
$417K Buy
2022
Q4
$321K Buy
2022
Q1
Sell
2021
Q4
$505K Hold
2021
Q3
$454K Sell
2021
Q2
$465K Sell
2021
Q1
$521K Buy
2020
Q4
Sell
2020
Q3
$303K Buy