Vanguard Personalized Indexing Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
24,038
+1,276
| +6% | +$14.6K | ﹤0.01% | 1484 |
|
|
2025
Q1 | $333K | Buy |
22,762
+12,589
| +124% | +$184K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $166K | Sell |
10,173
-3,651
| -26% | -$59.5K | ﹤0.01% | 1552 |
|
|
2024
Q3 | $242K | Sell |
13,824
-1,036
| -7% | -$18.2K | ﹤0.01% | 1443 |
|
|
2024
Q2 | $244K | Buy |
14,860
+2,071
| +16% | +$34K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $241K | Buy |
+12,789
| New | +$241K | 0.01% | 1371 |
|