Vanguard Personalized Indexing Management’s Toast TOST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
32,966
+3,558
+12% +$158K 0.02% 691
2025
Q1
$975K Buy
29,408
+4,777
+19% +$158K 0.01% 798
2024
Q4
$898K Sell
24,631
-42,029
-63% -$1.53M 0.01% 817
2024
Q3
$1.89M Buy
66,660
+44,935
+207% +$1.27M 0.03% 489
2024
Q2
$560K Buy
21,725
+2,413
+12% +$62.2K 0.01% 975
2024
Q1
$481K Buy
19,312
+1,801
+10% +$44.9K 0.01% 1046
2023
Q4
$320K Sell
17,511
-1,311
-7% -$23.9K 0.01% 1195
2023
Q3
$353K Sell
18,822
-136
-0.7% -$2.55K 0.01% 1055
2023
Q2
$428K Buy
18,958
+482
+3% +$10.9K 0.01% 960
2023
Q1
$328K Sell
18,476
-7,330
-28% -$130K 0.01% 1077
2022
Q4
$465K Sell
25,806
-2,996
-10% -$54K 0.02% 826
2022
Q3
$482K Buy
28,802
+10,541
+58% +$176K 0.02% 803
2022
Q2
$236K Buy
+18,261
New +$236K 0.01% 1070