Vanguard Personalized Indexing Management’s Two Harbors Investment TWO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio TWO Stock Details TWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,770	Closed	-$50K	–	1340
2022 Q3	$50K	Buy	3,770 +478	+15%	+$9.28K	﹤0.01%	1197
2022 Q2	$66K	Sell	3,292 -429	-12%	-$8.68K	﹤0.01%	1212
2022 Q1	$82K	Buy	3,721 +595	+19%	+$12.9K	﹤0.01%	1178
2021 Q4	$72K	Buy	+3,126	New	+$78K	﹤0.01%	1040
2020 Q2	–	Sell	-3,228	Closed	-$49K	–	385
2020 Q1	$49K	Buy	+3,228	New	+$165K	0.03%	259

Other funds holding TWO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Personalized Indexing Management's TWO Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Two Harbors Investment (TWO) in Q4 2022, closing a stake of 3,770 shares — an estimated $50K sold.

Vanguard Personalized Indexing Management first reported a position in TWO in Q1 2020 and held it in 5 quarters. The position peaked at $82K in Q1 2022. 195 funds tracked by Wall St. Rank hold TWO as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining Two Harbors Investment position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,770 Two Harbors Investment shares in Q4 2022, an estimated $50K.
Vanguard Personalized Indexing Management first reported a position in Two Harbors Investment in Q1 2020 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Two Harbors Investment position peaked at $82K in Q1 2022.
195 funds tracked by Wall St. Rank held Two Harbors Investment as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.