Vanguard Personalized Indexing Management’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $941K | Buy |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $943K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $261K | Buy |
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