VPIM
Vanguard Personalized Indexing Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9M | Buy |
864,230
+161,435
| +23% | +$7.64M | 0.46% | 25 |
|
|
2025
Q1 | $29.3M | Buy |
702,795
+18,283
| +3% | +$763K | 0.43% | 29 |
|
|
2024
Q4 | $30.1M | Buy |
684,512
+41,410
| +6% | +$1.82M | 0.45% | 25 |
|
|
2024
Q3 | $25.5M | Buy |
643,102
+37,876
| +6% | +$1.5M | 0.41% | 29 |
|
|
2024
Q2 | $23.3M | Buy |
605,226
+97,515
| +19% | +$3.75M | 0.44% | 26 |
|
|
2024
Q1 | $19.3M | Buy |
507,711
+96,426
| +23% | +$3.66M | 0.41% | 31 |
|
|
2023
Q4 | $13.8M | Sell |
411,285
-1,014
| -0.2% | -$34.1K | 0.36% | 36 |
|
|
2023
Q3 | $11.3M | Buy |
412,299
+18,284
| +5% | +$501K | 0.34% | 41 |
|
|
2023
Q2 | $11.3M | Buy |
394,015
+34,911
| +10% | +$1M | 0.35% | 41 |
|
|
2023
Q1 | $10.3M | Sell |
359,104
-11,196
| -3% | -$320K | 0.36% | 40 |
|
|
2022
Q4 | $12.3M | Buy |
370,300
+9,224
| +3% | +$305K | 0.51% | 29 |
|
|
2022
Q3 | $10.9M | Buy |
361,076
+52,270
| +17% | +$1.58M | 0.49% | 28 |
|
|
2022
Q2 | $9.61M | Buy |
308,806
+51,919
| +20% | +$1.62M | 0.45% | 29 |
|
|
2022
Q1 | $10.6M | Buy |
256,887
+86,566
| +51% | +$3.57M | 0.51% | 21 |
|
|
2021
Q4 | $7.58M | Buy |
170,321
+48,342
| +40% | +$2.15M | 0.45% | 31 |
|
|
2021
Q3 | $5.18M | Buy |
121,979
+15,467
| +15% | +$657K | 0.47% | 30 |
|
|
2021
Q2 | $4.39M | Buy |
106,512
+22,294
| +26% | +$919K | 0.46% | 28 |
|
|
2021
Q1 | $3.26M | Buy |
84,218
+24,428
| +41% | +$945K | 0.49% | 29 |
|
|
2020
Q4 | $1.81M | Buy |
59,790
+13,391
| +29% | +$406K | 0.39% | 48 |
|
|
2020
Q3 | $1.12M | Buy |
46,399
+13,930
| +43% | +$336K | 0.31% | 74 |
|
|
2020
Q2 | $771K | Buy |
32,469
+15,034
| +86% | +$357K | 0.35% | 62 |
|
|
2020
Q1 | $370K | Buy |
+17,435
| New | +$370K | 0.22% | 131 |
|