Vanguard Personalized Indexing Management’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
12,870
+2,732
| +27% | +$55.2K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $139K | Buy |
+10,138
| New | +$139K | ﹤0.01% | 1570 |
|
|
2024
Q2 | – | Sell |
-9,338
| Closed | -$240K | – | 1759 |
|
|
2024
Q1 | $240K | Sell |
9,338
-682
| -7% | -$17.5K | 0.01% | 1378 |
|
|
2023
Q4 | $261K | Buy |
10,020
+108
| +1% | +$2.82K | 0.01% | 1294 |
|
|
2023
Q3 | $228K | Buy |
9,912
+261
| +3% | +$6.02K | 0.01% | 1241 |
|
|
2023
Q2 | $226K | Buy |
+9,651
| New | +$226K | 0.01% | 1272 |
|