Vanguard Personalized Indexing Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Sell	2,034 -59	-3%	-$16K	0.01%	1274
2025 Q4	$540K	Sell	2,093 -367	-15%	-$94K	0.01%	1212
2025 Q3	$626K	Sell	2,460 -294	-11%	-$72.9K	0.01%	1141
2025 Q2	$653K	Buy	2,754 +275	+11%	+$61.4K	0.01%	1073
2025 Q1	$550K	Buy	2,479 +390	+19%	+$93.1K	0.01%	1067
2024 Q4	$502K	Sell	2,089 -95	-4%	-$23.4K	0.01%	1114
2024 Q3	$518K	Buy	2,184 +447	+26%	+$102K	0.01%	1080
2024 Q2	$379K	Buy	1,737 +11	+0.6%	+$2.42K	0.01%	1155
2024 Q1	$395K	Sell	1,726 -8	-0.5%	-$1.72K	0.01%	1135
2023 Q4	$370K	Buy	1,734 +546	+46%	+$105K	0.01%	1145
2023 Q3	$225K	Hold	1,188	–	–	0.01%	1252
2023 Q2	$236K	Sell	1,188 -119	-9%	-$22.5K	0.01%	1254
2023 Q1	$248K	Sell	1,307 -486	-27%	-$94.3K	0.01%	1213
2022 Q4	$329K	Sell	1,793 -147	-8%	-$27.2K	0.01%	947
2022 Q3	$331K	Buy	+1,940	New	+$366K	0.02%	930
2022 Q2	–	Sell	-2,593	Closed	-$551K	–	1331
2022 Q1	$551K	Sell	2,593 -975	-27%	-$205K	0.03%	790
2021 Q4	$806K	Sell	3,568 -267	-7%	-$60.7K	0.05%	501
2021 Q3	$839K	Buy	+3,835	New	+$853K	0.08%	282