Vanguard Personalized Indexing Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,366
+7
| +0.5% | +$1.6K | ﹤0.01% | 1421 |
|
|
2025
Q1 | $332K | Buy |
1,359
+297
| +28% | +$72.5K | ﹤0.01% | 1300 |
|
|
2024
Q4 | $258K | Buy |
1,062
+190
| +22% | +$46.1K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $225K | Buy |
+872
| New | +$225K | ﹤0.01% | 1479 |
|
|
2024
Q2 | – | Sell |
-820
| Closed | -$208K | – | 1756 |
|
|
2024
Q1 | $208K | Buy |
+820
| New | +$208K | ﹤0.01% | 1427 |
|