Vanguard Personalized Indexing Management’s Vale VALE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$783K	Buy	49,227 +2,391	+5%	+$37.3K	0.01%	1051
2025 Q4	$610K	Buy	46,836 +3,164	+7%	+$38.4K	0.01%	1149
2025 Q3	$474K	Buy	43,672 +4,663	+12%	+$47.6K	﹤0.01%	1262
2025 Q2	$379K	Sell	39,009 -6,218	-14%	-$58.6K	﹤0.01%	1330
2025 Q1	$451K	Buy	45,227 +3,865	+9%	+$36.5K	0.01%	1165
2024 Q4	$367K	Buy	41,362 +15,360	+59%	+$156K	0.01%	1252
2024 Q3	$304K	Sell	26,002 -6,942	-21%	-$74.4K	﹤0.01%	1338
2024 Q2	$368K	Sell	32,944 -886	-3%	-$10.7K	0.01%	1172
2024 Q1	$412K	Sell	33,830 -1,321	-4%	-$17.8K	0.01%	1108
2023 Q4	$557K	Buy	35,151 +3,520	+11%	+$50.5K	0.01%	939
2023 Q3	$424K	Buy	31,631 +423	+1%	+$5.76K	0.01%	960
2023 Q2	$419K	Sell	31,208 -3,896	-11%	-$55.2K	0.01%	968
2023 Q1	$554K	Buy	35,104 +1,838	+6%	+$31.1K	0.02%	826
2022 Q4	$565K	Buy	33,266 +5,189	+18%	+$78K	0.02%	761
2022 Q3	$374K	Sell	28,077 -3,408	-11%	-$44.8K	0.02%	886
2022 Q2	$461K	Buy	31,485 +13,764	+78%	+$235K	0.02%	851
2022 Q1	$354K	Buy	17,721 +5,344	+43%	+$92.5K	0.02%	951
2021 Q4	$174K	Buy	+12,377	New	+$164K	0.01%	1010
2021 Q2	–	Sell	-12,370	Closed	-$215K	–	985
2021 Q1	$215K	Buy	+12,370	New	+$216K	0.03%	653