Vanguard Personalized Indexing Management’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $544K | Buy |
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|
2022
Q4 | $491K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $207K | Buy |
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