Vanguard Personalized Indexing Management’s Avista AVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
13,828
+982
| +8% | +$37.3K | 0.01% | 1177 |
|
|
2025
Q1 | $538K | Sell |
12,846
-817
| -6% | -$34.2K | 0.01% | 1081 |
|
|
2024
Q4 | $500K | Buy |
13,663
+2,542
| +23% | +$93.1K | 0.01% | 1117 |
|
|
2024
Q3 | $431K | Buy |
11,121
+887
| +9% | +$34.4K | 0.01% | 1171 |
|
|
2024
Q2 | $354K | Sell |
10,234
-611
| -6% | -$21.1K | 0.01% | 1198 |
|
|
2024
Q1 | $380K | Buy |
10,845
+1,531
| +16% | +$53.6K | 0.01% | 1152 |
|
|
2023
Q4 | $333K | Buy |
+9,314
| New | +$333K | 0.01% | 1181 |
|
|
2023
Q3 | – | Sell |
-5,359
| Closed | -$210K | – | 1490 |
|
|
2023
Q2 | $210K | Sell |
5,359
-685
| -11% | -$26.9K | 0.01% | 1313 |
|
|
2023
Q1 | $257K | Buy |
+6,044
| New | +$257K | 0.01% | 1197 |
|
|
2020
Q2 | – | Sell |
-8,220
| Closed | -$349K | – | 354 |
|
|
2020
Q1 | $349K | Buy |
+8,220
| New | +$349K | 0.2% | 137 |
|