Vanguard Personalized Indexing Management’s Westlake Corp WLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Sell	9,463 -292	-3%	-$28.3K	0.01%	879
2025 Q4	$721K	Buy	9,755 +411	+4%	+$29.3K	0.01%	1067
2025 Q3	$720K	Sell	9,344 -701	-7%	-$58.4K	0.01%	1067
2025 Q2	$763K	Buy	10,045 +1,780	+22%	+$146K	0.01%	1014
2025 Q1	$827K	Buy	8,265 +1,341	+19%	+$149K	0.01%	884
2024 Q4	$794K	Buy	6,924 +1,008	+17%	+$131K	0.01%	883
2024 Q3	$889K	Sell	5,916 -3	-0.1%	-$432	0.01%	823
2024 Q2	$852K	Buy	5,919 +1,142	+24%	+$175K	0.02%	756
2024 Q1	$730K	Sell	4,777 -1,689	-26%	-$238K	0.02%	826
2023 Q4	$905K	Buy	6,466 +485	+8%	+$61.6K	0.02%	707
2023 Q3	$746K	Buy	5,981 +900	+18%	+$116K	0.02%	708
2023 Q2	$607K	Buy	5,081 +194	+4%	+$22.2K	0.02%	807
2023 Q1	$567K	Buy	4,887 +258	+6%	+$29.8K	0.02%	811
2022 Q4	$475K	Sell	4,629 -2,942	-39%	-$296K	0.02%	819
2022 Q3	$658K	Sell	7,571 -202	-3%	-$19.4K	0.03%	669
2022 Q2	$762K	Buy	7,773 +479	+7%	+$58.7K	0.04%	596
2022 Q1	$900K	Buy	7,294 +857	+13%	+$93.4K	0.04%	509
2021 Q4	$625K	Buy	+6,437	New	+$628K	0.04%	610