Vanguard Personalized Indexing Management’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.95M Buy
2025
Q1
$2.17M Buy
2024
Q4
$1.73M Buy
2024
Q3
$1.71M Buy
2024
Q2
$1.46M Buy
2024
Q1
$1.34M Buy
2023
Q4
$1.09M Buy
2023
Q3
$875K Buy
2023
Q2
$898K Sell
2023
Q1
$917K Buy
2022
Q4
$782K Sell
2022
Q3
$768K Buy
2022
Q2
$615K Buy
2022
Q1
$511K Buy
2021
Q4
$396K Buy
2021
Q3
$236K Buy
2021
Q2
Sell
2021
Q1
$230K Sell
2020
Q4
$217K Buy