Vanguard Personalized Indexing Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
123,529
+8,192
| +7% | +$573K | 0.1% | 180 |
|
|
2025
Q1 | $8.48M | Buy |
115,337
+18,140
| +19% | +$1.33M | 0.13% | 145 |
|
|
2024
Q4 | $6.37M | Buy |
97,197
+576
| +0.6% | +$37.7K | 0.1% | 173 |
|
|
2024
Q3 | $7.53M | Buy |
96,621
+3,154
| +3% | +$246K | 0.12% | 138 |
|
|
2024
Q2 | $6.59M | Buy |
93,467
+31,893
| +52% | +$2.25M | 0.13% | 135 |
|
|
2024
Q1 | $4.17M | Buy |
61,574
+8,219
| +15% | +$557K | 0.09% | 204 |
|
|
2023
Q4 | $3.59M | Sell |
53,355
-7,863
| -13% | -$530K | 0.09% | 200 |
|
|
2023
Q3 | $4.15M | Buy |
61,218
+3,010
| +5% | +$204K | 0.12% | 142 |
|
|
2023
Q2 | $4.17M | Buy |
58,208
+7,607
| +15% | +$544K | 0.13% | 138 |
|
|
2023
Q1 | $3.51M | Sell |
50,601
-292
| -0.6% | -$20.3K | 0.12% | 152 |
|
|
2022
Q4 | $3.45M | Buy |
50,893
+1,739
| +4% | +$118K | 0.14% | 137 |
|
|
2022
Q3 | $2.7M | Sell |
49,154
-1,829
| -4% | -$100K | 0.12% | 161 |
|
|
2022
Q2 | $3.37M | Buy |
50,983
+12,412
| +32% | +$820K | 0.16% | 117 |
|
|
2022
Q1 | $2.56M | Buy |
38,571
+16,686
| +76% | +$1.11M | 0.12% | 148 |
|
|
2021
Q4 | $1.28M | Buy |
21,885
+2,608
| +14% | +$152K | 0.08% | 287 |
|
|
2021
Q3 | $1.16M | Buy |
19,277
+6,511
| +51% | +$391K | 0.1% | 195 |
|
|
2021
Q2 | $765K | Sell |
12,766
-1,409
| -10% | -$84.4K | 0.08% | 306 |
|
|
2021
Q1 | $705K | Sell |
14,175
-1,128
| -7% | -$56.1K | 0.11% | 222 |
|
|
2020
Q4 | $765K | Sell |
15,303
-1,129
| -7% | -$56.4K | 0.17% | 135 |
|
|
2020
Q3 | $900K | Buy |
16,432
+4,609
| +39% | +$252K | 0.25% | 87 |
|
|
2020
Q2 | $625K | Buy |
11,823
+6,359
| +116% | +$336K | 0.28% | 85 |
|
|
2020
Q1 | $244K | Buy |
+5,464
| New | +$244K | 0.14% | 187 |
|