Vanguard Personalized Indexing Management’s The Oncology Institute TOI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,984	Closed	-$8.27K	–	1816
2024 Q2	$8.27K	Sell	17,984 -975	-5%	-$449	﹤0.01%	1689
2024 Q1	$30K	Sell	18,959 -1,722	-8%	-$2.72K	﹤0.01%	1593
2023 Q4	$42.2K	Sell	20,681 -588	-3%	-$1.2K	﹤0.01%	1523
2023 Q3	$29.8K	Buy	+21,269	New	+$29.8K	﹤0.01%	1434