Vanguard Personalized Indexing Management’s Zhihu ZH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,401
| Closed | -$39.9K | – | 1638 |
|
2023
Q3 | $39.9K | Buy |
6,401
+4,504
| +237% | +$28.1K | ﹤0.01% | 1417 |
|
2023
Q2 | $12.9K | Buy |
+1,897
| New | +$12.9K | ﹤0.01% | 1459 |
|
2023
Q1 | – | Sell |
-2,418
| Closed | -$18.9K | – | 1509 |
|
2022
Q4 | $18.9K | Buy |
2,418
+40
| +2% | +$312 | ﹤0.01% | 1254 |
|
2022
Q3 | $15K | Sell |
2,378
-4,017
| -63% | -$25.3K | ﹤0.01% | 1216 |
|
2022
Q2 | $69K | Buy |
+6,395
| New | +$69K | ﹤0.01% | 1208 |
|