Vanguard Personalized Indexing Management’s Affirm AFRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
31,102
+1,133
+4% +$78.3K 0.02% 546
2025
Q1
$1.35M Buy
29,969
+2,308
+8% +$104K 0.02% 642
2024
Q4
$1.68M Buy
27,661
+1,244
+5% +$75.8K 0.03% 538
2024
Q3
$1.08M Buy
26,417
+2,262
+9% +$92.3K 0.02% 731
2024
Q2
$730K Sell
24,155
-3,115
-11% -$94.1K 0.01% 833
2024
Q1
$1.02M Buy
27,270
+1,652
+6% +$61.6K 0.02% 649
2023
Q4
$1.26M Sell
25,618
-1,037
-4% -$51K 0.03% 520
2023
Q3
$567K Buy
26,655
+829
+3% +$17.6K 0.02% 829
2023
Q2
$396K Buy
25,826
+5,167
+25% +$79.2K 0.01% 1001
2023
Q1
$233K Buy
20,659
+7,381
+56% +$83.2K 0.01% 1249
2022
Q4
$128K Sell
13,278
-26,675
-67% -$258K 0.01% 1205
2022
Q3
$750K Buy
39,953
+2,165
+6% +$40.6K 0.03% 607
2022
Q2
$682K Buy
37,788
+25,901
+218% +$467K 0.03% 658
2022
Q1
$550K Buy
11,887
+1,947
+20% +$90.1K 0.03% 791
2021
Q4
$1M Buy
9,940
+7,859
+378% +$791K 0.06% 391
2021
Q3
$248K Buy
+2,081
New +$248K 0.02% 852