Vanguard Personalized Indexing Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.02M	Sell	15,933 -832	-5%	-$105K	0.02%	565
2025 Q1	$1.93M	Buy	16,765 +9,400	+128%	+$1.08M	0.03%	500
2024 Q4	$896K	Sell	7,365 -630	-8%	-$76.6K	0.01%	820
2024 Q3	$962K	Buy	+7,995	New	+$962K	0.02%	784