Vanguard Personalized Indexing Management’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
5,509
+943
| +21% | +$158K | 0.01% | 905 |
|
|
2025
Q1 | $588K | Buy |
4,566
+1,204
| +36% | +$155K | 0.01% | 1033 |
|
|
2024
Q4 | $489K | Buy |
3,362
+22
| +0.7% | +$3.2K | 0.01% | 1125 |
|
|
2024
Q3 | $533K | Buy |
3,340
+153
| +5% | +$24.4K | 0.01% | 1062 |
|
|
2024
Q2 | $453K | Sell |
3,187
-1,180
| -27% | -$168K | 0.01% | 1083 |
|
|
2024
Q1 | $538K | Buy |
4,367
+53
| +1% | +$6.53K | 0.01% | 983 |
|
|
2023
Q4 | $436K | Buy |
4,314
+240
| +6% | +$24.2K | 0.01% | 1067 |
|
|
2023
Q3 | $332K | Sell |
4,074
-381
| -9% | -$31K | 0.01% | 1080 |
|
|
2023
Q2 | $379K | Buy |
4,455
+261
| +6% | +$22.2K | 0.01% | 1016 |
|
|
2023
Q1 | $296K | Buy |
+4,194
| New | +$296K | 0.01% | 1126 |
|