Vanguard Personalized Indexing Management’s Tradeweb Markets TW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Buy	14,566 +3,897	+37%	+$446K	0.02%	671
2025 Q4	$1.15M	Sell	10,669 -947	-8%	-$102K	0.01%	849
2025 Q3	$1.29M	Sell	11,616 -510	-4%	-$65.6K	0.01%	781
2025 Q2	$1.78M	Sell	12,126 -504	-4%	-$70.3K	0.02%	610
2025 Q1	$1.88M	Buy	12,630 +264	+2%	+$35.1K	0.03%	513
2024 Q4	$1.62M	Buy	12,366 +441	+4%	+$58.2K	0.02%	548
2024 Q3	$1.47M	Buy	11,925 +1,594	+15%	+$181K	0.02%	587
2024 Q2	$1.1M	Buy	10,331 +1,072	+12%	+$113K	0.02%	636
2024 Q1	$965K	Buy	9,259 +387	+4%	+$38.9K	0.02%	679
2023 Q4	$806K	Buy	8,872 +182	+2%	+$16.3K	0.02%	761
2023 Q3	$697K	Buy	8,690 +63	+0.7%	+$5.02K	0.02%	741
2023 Q2	$591K	Sell	8,627 -254	-3%	-$18K	0.02%	820
2023 Q1	$702K	Sell	8,881 -2,584	-23%	-$187K	0.02%	706
2022 Q4	$744K	Buy	11,465 +6,928	+153%	+$407K	0.03%	633
2022 Q3	$256K	Sell	4,537 -941	-17%	-$64K	0.01%	1018
2022 Q2	$374K	Buy	5,478 +2,632	+92%	+$191K	0.02%	914
2022 Q1	$250K	Buy	2,846 +815	+40%	+$70.7K	0.01%	1045
2021 Q4	$203K	Buy	+2,031	New	+$187K	0.01%	996
2021 Q3	–	Sell	-2,441	Closed	-$206K	–	1054
2021 Q2	$206K	Buy	+2,441	New	+$199K	0.02%	888