Vanguard Personalized Indexing Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.43M | Buy |
|
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|
2024
Q4 | $1.5M | Buy |
|
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|
2024
Q3 | $1.14M | Buy |
|
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|
2024
Q2 | $987K | Buy |
|
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|
2024
Q1 | $781K | Sell |
|
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|
2023
Q4 | $982K | Sell |
|
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|
2023
Q3 | $1.09M | Buy |
|
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|
2023
Q2 | $1.01M | Buy |
|
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|
2023
Q1 | $990K | Buy |
|
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|
2022
Q4 | $758K | Buy |
|
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|
2022
Q3 | $270K | Sell |
|
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $492K | Buy |
|
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $367K | Buy |
|