Vanguard Personalized Indexing Management’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,804
| Closed | -$289K | – | 2037 |
|
|
2025
Q1 | $289K | Buy |
3,804
+48
| +1% | +$3.64K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $411K | Sell |
3,756
-35
| -0.9% | -$3.83K | 0.01% | 1203 |
|
|
2024
Q3 | $300K | Sell |
3,791
-587
| -13% | -$46.4K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $320K | Buy |
4,378
+830
| +23% | +$60.6K | 0.01% | 1244 |
|
|
2024
Q1 | $301K | Buy |
3,548
+152
| +4% | +$12.9K | 0.01% | 1260 |
|
|
2023
Q4 | $345K | Sell |
3,396
-417
| -11% | -$42.3K | 0.01% | 1170 |
|
|
2023
Q3 | $386K | Buy |
3,813
+296
| +8% | +$30K | 0.01% | 1010 |
|
|
2023
Q2 | $358K | Buy |
3,517
+263
| +8% | +$26.7K | 0.01% | 1039 |
|
|
2023
Q1 | $333K | Buy |
3,254
+269
| +9% | +$27.5K | 0.01% | 1070 |
|
|
2022
Q4 | $251K | Buy |
+2,985
| New | +$251K | 0.01% | 1041 |
|