Vanguard Personalized Indexing Management’s TFS Financial TFSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $274K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $164K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $256K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $742K | Buy |
|