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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Buy |
2,611
+100
| +4% | +$15.6K | ﹤0.01% | 1441 |
|
|
2025
Q4 | $374K | Sell |
2,511
-47
| -2% | -$7.08K | ﹤0.01% | 1406 |
|
|
2025
Q3 | $403K | Buy |
2,558
+74
| +3% | +$12.2K | ﹤0.01% | 1343 |
|
|
2025
Q2 | $365K | Sell |
2,484
-27
| -1% | -$3.63K | ﹤0.01% | 1355 |
|
|
2025
Q1 | $394K | Sell |
2,511
-1,274
| -34% | -$210K | 0.01% | 1222 |
|
|
2024
Q4 | $663K | Sell |
3,785
-648
| -15% | -$122K | 0.01% | 975 |
|
|
2024
Q3 | $930K | Buy |
4,433
+881
| +25% | +$164K | 0.02% | 798 |
|
|
2024
Q2 | $629K | Sell |
3,552
-465
| -12% | -$94.8K | 0.01% | 928 |
|
|
2024
Q1 | $954K | Buy |
4,017
+1,488
| +59% | +$320K | 0.02% | 682 |
|
|
2023
Q4 | $492K | Sell |
2,529
-1,685
| -40% | -$306K | 0.01% | 1009 |
|
|
2023
Q3 | $793K | Sell |
4,214
-27
| -0.6% | -$5.21K | 0.02% | 678 |
|
|
2023
Q2 | $772K | Sell |
4,241
-505
| -11% | -$89.4K | 0.02% | 694 |
|
|
2023
Q1 | $873K | Buy |
4,746
+2,384
| +101% | +$434K | 0.03% | 595 |
|
|
2022
Q4 | $387K | Sell |
2,362
-2,210
| -48% | -$344K | 0.02% | 884 |
|
|
2022
Q3 | $580K | Sell |
4,572
-736
| -14% | -$116K | 0.03% | 728 |
|
|
2022
Q2 | $826K | Buy |
5,308
+2,166
| +69% | +$355K | 0.04% | 559 |
|
|
2022
Q1 | $561K | Buy |
3,142
+1,680
| +115% | +$274K | 0.03% | 782 |
|
|
2021
Q4 | $205K | Sell |
1,462
-1,559
| -52% | -$238K | 0.01% | 992 |
|
|
2021
Q3 | $532K | Buy |
3,021
+1,445
| +92% | +$263K | 0.05% | 477 |
|
|
2021
Q2 | $306K | Buy |
1,576
+428
| +37% | +$87.8K | 0.03% | 724 |
|
|
2021
Q1 | $240K | Buy |
1,148
+78
| +7% | +$16.5K | 0.04% | 602 |
|
|
2020
Q4 | $218K | Buy |
+1,070
| New | +$180K | 0.05% | 476 |
|
Other funds holding WEX
PCM
IC
VCM
VPM
