Vanguard Personalized Indexing Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.12M | Buy |
26,026
+7,682
| +42% | +$2.69M | 0.1% | 173 |
|
2025
Q1 | $3.16M | Buy |
18,344
+1,537
| +9% | +$265K | 0.05% | 353 |
|
2024
Q4 | $4.17M | Buy |
16,807
+2,175
| +15% | +$540K | 0.06% | 275 |
|
2024
Q3 | $2.61M | Buy |
14,632
+190
| +1% | +$33.9K | 0.04% | 383 |
|
2024
Q2 | $3.21M | Buy |
14,442
+2,726
| +23% | +$606K | 0.06% | 283 |
|
2024
Q1 | $3.11M | Buy |
11,716
+544
| +5% | +$144K | 0.07% | 265 |
|
2023
Q4 | $1.94M | Buy |
11,172
+2,180
| +24% | +$379K | 0.05% | 350 |
|
2023
Q3 | $675K | Buy |
8,992
+877
| +11% | +$65.8K | 0.02% | 752 |
|
2023
Q2 | $581K | Sell |
8,115
-2,089
| -20% | -$149K | 0.02% | 829 |
|
2023
Q1 | $689K | Buy |
10,204
+3,567
| +54% | +$241K | 0.02% | 713 |
|
2022
Q4 | $235K | Sell |
6,637
-729
| -10% | -$25.8K | 0.01% | 1071 |
|
2022
Q3 | $475K | Buy |
7,366
+2,166
| +42% | +$140K | 0.02% | 809 |
|
2022
Q2 | $245K | Buy |
5,200
+1,606
| +45% | +$75.7K | 0.01% | 1053 |
|
2022
Q1 | $682K | Buy |
3,594
+2
| +0.1% | +$380 | 0.03% | 663 |
|
2021
Q4 | $907K | Buy |
+3,592
| New | +$907K | 0.05% | 440 |
|