Vanguard Personalized Indexing Management
Y

Vanguard Personalized Indexing Management’s Alleghany Corp Y Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-778
Closed -$653K – 1374
2022
Q3 		$653K Buy
778
+24
+3% +$20.1K 0.03% 673
2022
Q2 		$628K Buy
754
+62
+9% +$51.9K 0.03% 705
2022
Q1 		$586K Buy
+692
New +$479K 0.03% 756
2021
Q3 		– Sell
-447
Closed -$298K – 1071
2021
Q2 		$298K Buy
+447
New +$308K 0.03% 730

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Vanguard Personalized Indexing Management's Y Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 778 shares — an estimated $653K sold.

Vanguard Personalized Indexing Management first reported a position in Y in Q2 2021 and held it in 4 quarters. The position peaked at $653K in Q3 2022. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 778 Alleghany Corp shares in Q4 2022, an estimated $653K.
  • Vanguard Personalized Indexing Management first reported a position in Alleghany Corp in Q2 2021 and held it in 4 quarters.
  • Vanguard Personalized Indexing Management's Alleghany Corp position peaked at $653K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.