Vanguard Personalized Indexing Management’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2025
Q1
$139K Buy
2024
Q2
Sell
2024
Q1
$240K Sell
2023
Q4
$261K Buy
2023
Q3
$228K Buy
2023
Q2
$226K Buy