Vanguard Personalized Indexing Management’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.7M Buy
2025
Q2
$10.4M Buy
2025
Q1
$8.79M Buy
2024
Q4
$4.29M Buy
2024
Q3
$5.67M Sell
2024
Q2
$5.21M Sell
2024
Q1
$8.82M Buy
2023
Q4
$7.65M Buy
2023
Q3
$5.46M Buy
2023
Q2
$5.05M Sell
2023
Q1
$5.57M Buy
2022
Q4
$6.72M Sell
2022
Q3
$8.33M Buy
2022
Q2
$6.42M Buy
2022
Q1
$5.86M Buy
2021
Q4
$4.99M Buy
2021
Q3
$2.42M Buy
2021
Q2
$2.04M Buy
2021
Q1
$1.11M Buy
2020
Q4
$579K Buy
2020
Q3
$439K Buy
2020
Q2
$405K Buy
2020
Q1
$220K Buy