Vanguard Personalized Indexing Management’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
6,521
+854
| +15% | +$39.5K | ﹤0.01% | 1442 |
|
|
2025
Q1 | $260K | Sell |
5,667
-1,519
| -21% | -$69.7K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $609K | Buy |
7,186
+1,826
| +34% | +$155K | 0.01% | 1014 |
|
|
2024
Q3 | $283K | Buy |
+5,360
| New | +$283K | ﹤0.01% | 1372 |
|
|
2024
Q2 | – | Sell |
-3,955
| Closed | -$272K | – | 1706 |
|
|
2024
Q1 | $272K | Sell |
3,955
-812
| -17% | -$55.8K | 0.01% | 1313 |
|
|
2023
Q4 | $389K | Sell |
4,767
-3,071
| -39% | -$251K | 0.01% | 1125 |
|
|
2023
Q3 | $851K | Sell |
7,838
-4
| -0.1% | -$434 | 0.03% | 645 |
|
|
2023
Q2 | $916K | Buy |
7,842
+991
| +14% | +$116K | 0.03% | 608 |
|
|
2023
Q1 | $556K | Buy |
6,851
+1,539
| +29% | +$125K | 0.02% | 823 |
|
|
2022
Q4 | $579K | Sell |
5,312
-627
| -11% | -$68.3K | 0.02% | 747 |
|
|
2022
Q3 | $786K | Buy |
5,939
+1,465
| +33% | +$194K | 0.04% | 581 |
|
|
2022
Q2 | $492K | Buy |
4,474
+745
| +20% | +$81.9K | 0.02% | 828 |
|
|
2022
Q1 | $846K | Sell |
3,729
-3,325
| -47% | -$754K | 0.04% | 547 |
|
|
2021
Q4 | $1.76M | Buy |
7,054
+3,252
| +86% | +$810K | 0.1% | 194 |
|
|
2021
Q3 | $1.02M | Buy |
3,802
+1,530
| +67% | +$408K | 0.09% | 224 |
|
|
2021
Q2 | $416K | Buy |
+2,272
| New | +$416K | 0.04% | 575 |
|