Vanguard Personalized Indexing Management’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SWCH Stock Details SWCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-21,309	Closed	-$718K	–	1368
2022 Q3	$718K	Buy	21,309 +1,452	+7%	+$49.2K	0.03%	631
2022 Q2	$665K	Buy	19,857 +10,825	+120%	+$350K	0.03%	673
2022 Q1	$278K	Buy	+9,032	New	+$241K	0.01%	1023

Other funds holding SWCH

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Vanguard Personalized Indexing Management's SWCH Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2022, closing a stake of 21,309 shares — an estimated $718K sold.

Vanguard Personalized Indexing Management first reported a position in SWCH in Q1 2022 and held it in 3 quarters. The position peaked at $718K in Q3 2022. 3 funds tracked by Wall St. Rank hold SWCH as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 21,309 Switch, Inc. Class A Common Stock shares in Q4 2022, an estimated $718K.
Vanguard Personalized Indexing Management first reported a position in Switch, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
Vanguard Personalized Indexing Management's Switch, Inc. Class A Common Stock position peaked at $718K in Q3 2022.
3 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.