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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
11,314
+1,535
| +16% | +$162K | 0.01% | 916 |
|
|
2025
Q4 | $1.31M | Sell |
9,779
-2,683
| -22% | -$389K | 0.01% | 794 |
|
|
2025
Q3 | $1.98M | Sell |
12,462
-1,879
| -13% | -$351K | 0.02% | 598 |
|
|
2025
Q2 | $2.95M | Buy |
14,341
+1,950
| +16% | +$371K | 0.03% | 443 |
|
|
2025
Q1 | $2.17M | Buy |
12,391
+1,759
| +17% | +$304K | 0.03% | 469 |
|
|
2024
Q4 | $1.73M | Buy |
10,632
+763
| +8% | +$129K | 0.03% | 523 |
|
|
2024
Q3 | $1.71M | Buy |
9,869
+57
| +0.6% | +$9.62K | 0.03% | 523 |
|
|
2024
Q2 | $1.46M | Buy |
9,812
+1,327
| +16% | +$220K | 0.03% | 517 |
|
|
2024
Q1 | $1.34M | Buy |
8,485
+1,127
| +15% | +$175K | 0.03% | 519 |
|
|
2023
Q4 | $1.09M | Buy |
7,358
+312
| +4% | +$42.1K | 0.03% | 599 |
|
|
2023
Q3 | $875K | Buy |
7,046
+495
| +8% | +$65.2K | 0.03% | 630 |
|
|
2023
Q2 | $898K | Sell |
6,551
-137
| -2% | -$18.4K | 0.03% | 618 |
|
|
2023
Q1 | $917K | Buy |
6,688
+182
| +3% | +$23.2K | 0.03% | 573 |
|
|
2022
Q4 | $782K | Sell |
6,506
-600
| -8% | -$69.1K | 0.03% | 612 |
|
|
2022
Q3 | $768K | Buy |
7,106
+1,505
| +27% | +$174K | 0.03% | 595 |
|
|
2022
Q2 | $615K | Buy |
5,601
+1,142
| +26% | +$121K | 0.03% | 717 |
|
|
2022
Q1 | $511K | Buy |
4,459
+1,317
| +42% | +$147K | 0.02% | 822 |
|
|
2021
Q4 | $396K | Buy |
3,142
+1,113
| +55% | +$139K | 0.02% | 779 |
|
|
2021
Q3 | $236K | Buy |
+2,029
| New | +$236K | 0.02% | 872 |
|
|
2021
Q2 | – | Sell |
-2,490
| Closed | -$230K | – | 984 |
|
|
2021
Q1 | $230K | Sell |
2,490
-24
| -1% | -$2.13K | 0.03% | 618 |
|
|
2020
Q4 | $217K | Buy |
+2,514
| New | +$215K | 0.05% | 477 |
|
Other funds holding TRI
TWC
TFHU
VCM
LFC
