Vanguard Personalized Indexing Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$47.75 - $51.66 $625,525 - $676,746	-13,100 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$51.57 - $52.51 $34,706 - $35,339	673 Added 5.42%	13,100 $676,000
Q2 2021 Aug 11, 2021	SELL	$51.61 - $52.39 $8,980 - $9,115	-174 Reduced 1.38%	12,427 $648,000
Q1 2021 Apr 28, 2021	SELL	$51.39 - $52.66 $318,052 - $325,912	-6,189 Reduced 32.94%	12,601 $651,000
Q4 2020 Jan 19, 2021	BUY	$51.59 - $52.53 $65,519 - $66,713	1,270 Added 7.25%	18,790 $23,000
Q3 2020 Oct 26, 2020	BUY	$51.6 - $52.7 $904,032 - $923,304	17,520 New	17,520 $910,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

18M
Shares

$836 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$535 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$318 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$214 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$165 Million
0.07% of portfolio

View Full List

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