Vanguard Personalized Indexing Management’s Simply Good Foods SMPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,885
Closed -$200K 1742
2024
Q1
$200K Sell
5,885
-27
-0.5% -$919 ﹤0.01% 1449
2023
Q4
$234K Buy
+5,912
New +$234K 0.01% 1340