Vanguard Personalized Indexing Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.52M Sell
2025
Q1
$5.38M Buy
2024
Q4
$5.29M Buy
2024
Q3
$5.03M Buy
2024
Q2
$3.55M Buy
2024
Q1
$3.25M Buy
2023
Q4
$2.86M Buy
2023
Q3
$1.56M Sell
2023
Q2
$1.87M Sell
2023
Q1
$2.28M Buy
2022
Q4
$2.38M Sell
2022
Q3
$2.82M Buy
2022
Q2
$2.89M Buy
2022
Q1
$2.79M Buy
2021
Q4
$2.2M Buy
2021
Q3
$1.71M Buy
2021
Q2
$598K Buy
2021
Q1
$539K Sell
2020
Q4
$448K Buy
2020
Q3
$296K Buy
2020
Q2
$206K Buy