Vanguard Personalized Indexing Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
128,417
-2,313
| -2% | -$99.5K | 0.06% | 265 |
|
|
2025
Q1 | $5.38M | Buy |
130,730
+8,825
| +7% | +$363K | 0.08% | 227 |
|
|
2024
Q4 | $5.29M | Buy |
121,905
+4,326
| +4% | +$188K | 0.08% | 210 |
|
|
2024
Q3 | $5.03M | Buy |
117,579
+22,158
| +23% | +$948K | 0.08% | 210 |
|
|
2024
Q2 | $3.55M | Buy |
95,421
+12,166
| +15% | +$453K | 0.07% | 254 |
|
|
2024
Q1 | $3.25M | Buy |
83,255
+5,851
| +8% | +$228K | 0.07% | 259 |
|
|
2023
Q4 | $2.86M | Buy |
77,404
+22,838
| +42% | +$843K | 0.07% | 249 |
|
|
2023
Q3 | $1.56M | Sell |
54,566
-6,886
| -11% | -$197K | 0.05% | 379 |
|
|
2023
Q2 | $1.87M | Sell |
61,452
-5,351
| -8% | -$162K | 0.06% | 327 |
|
|
2023
Q1 | $2.28M | Buy |
66,803
+11,408
| +21% | +$389K | 0.08% | 247 |
|
|
2022
Q4 | $2.38M | Sell |
55,395
-9,368
| -14% | -$403K | 0.1% | 215 |
|
|
2022
Q3 | $2.82M | Buy |
64,763
+3,853
| +6% | +$168K | 0.13% | 154 |
|
|
2022
Q2 | $2.89M | Buy |
60,910
+11,796
| +24% | +$559K | 0.13% | 143 |
|
|
2022
Q1 | $2.79M | Buy |
49,114
+11,609
| +31% | +$658K | 0.13% | 129 |
|
|
2021
Q4 | $2.2M | Buy |
37,505
+8,425
| +29% | +$493K | 0.13% | 142 |
|
|
2021
Q3 | $1.71M | Buy |
29,080
+18,310
| +170% | +$1.07M | 0.15% | 130 |
|
|
2021
Q2 | $598K | Buy |
10,770
+1,519
| +16% | +$84.3K | 0.06% | 402 |
|
|
2021
Q1 | $539K | Sell |
9,251
-89
| -1% | -$5.19K | 0.08% | 296 |
|
|
2020
Q4 | $448K | Buy |
9,340
+1,563
| +20% | +$75K | 0.1% | 243 |
|
|
2020
Q3 | $296K | Buy |
7,777
+2,300
| +42% | +$87.5K | 0.08% | 293 |
|
|
2020
Q2 | $206K | Buy |
+5,477
| New | +$206K | 0.09% | 289 |
|