Vanguard Personalized Indexing Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Sell |
4,999
-247
| -5% | -$62.5K | 0.01% | 760 |
|
2025
Q1 | $1.08M | Buy |
5,246
+860
| +20% | +$178K | 0.02% | 746 |
|
2024
Q4 | $1.02M | Sell |
4,386
-236
| -5% | -$54.9K | 0.02% | 766 |
|
2024
Q3 | $1.04M | Buy |
4,622
+541
| +13% | +$122K | 0.02% | 745 |
|
2024
Q2 | $923K | Buy |
4,081
+473
| +13% | +$107K | 0.02% | 712 |
|
2024
Q1 | $751K | Sell |
3,608
-165
| -4% | -$34.4K | 0.02% | 815 |
|
2023
Q4 | $726K | Buy |
3,773
+704
| +23% | +$136K | 0.02% | 805 |
|
2023
Q3 | $503K | Buy |
3,069
+464
| +18% | +$76.1K | 0.02% | 873 |
|
2023
Q2 | $453K | Sell |
2,605
-3,790
| -59% | -$659K | 0.01% | 933 |
|
2023
Q1 | $966K | Buy |
+6,395
| New | +$966K | 0.03% | 553 |
|