Vanguard Personalized Indexing Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $629K | Sell |
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|
2024
Q1 | $954K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $772K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $580K | Sell |
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|
2022
Q2 | $826K | Buy |
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|
2022
Q1 | $561K | Buy |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $218K | Buy |
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