Vanguard Personalized Indexing Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.75M | Sell |
|
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.19M | Buy |
|
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $3.12M | Sell |
|
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $996K | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $657K | Buy |
|