Vanguard Personalized Indexing Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,852
| Closed | -$387K | – | 2024 |
|
|
2025
Q1 | $387K | Sell |
2,852
-200
| -7% | -$27.1K | 0.01% | 1233 |
|
|
2024
Q4 | $403K | Sell |
3,052
-103
| -3% | -$13.6K | 0.01% | 1212 |
|
|
2024
Q3 | $448K | Buy |
+3,155
| New | +$448K | 0.01% | 1142 |
|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$292K | – | 1542 |
|
|
2023
Q2 | $292K | Hold |
2,380
| – | – | 0.01% | 1148 |
|
|
2023
Q1 | $294K | Buy |
+2,380
| New | +$294K | 0.01% | 1127 |
|