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Shira Ridge Wealth Management’s Vail Resorts MTN Stock Holding History

Shira Ridge Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,343
Closed -$211K – 88
2025
Q2 		$211K Sell
1,343
-868
-39% -$129K 0.1% 77
2025
Q1 		$354K Hold
2,211
– – 0.18% 54
2024
Q4 		$414K Hold
2,211
– – 0.2% 54
2024
Q3 		$385K Hold
2,211
– – 0.2% 60
2024
Q2 		$398K Hold
2,211
– – 0.22% 57
2024
Q1 		$493K Hold
2,211
– – 0.28% 52
2023
Q4 		$472K Hold
2,211
– – 0.28% 50
2023
Q3 		$491K Hold
2,211
– – 0.32% 47
2023
Q2 		$557K Sell
2,211
-5
-0.2% -$1.22K 0.35% 43
2023
Q1 		$518K Sell
2,216
-52
-2% -$12.5K 0.34% 43
2022
Q4 		$541K Buy
+2,268
New +$532K 0.37% 42

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Vanguard Group
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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return