VPIM
Vanguard Personalized Indexing Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
6,214
+713
| +13% | +$102K | 0.01% | 918 |
|
|
2025
Q1 | $841K | Buy |
5,501
+226
| +4% | +$34.6K | 0.01% | 876 |
|
|
2024
Q4 | $789K | Buy |
5,275
+17
| +0.3% | +$2.54K | 0.01% | 889 |
|
|
2024
Q3 | $862K | Buy |
5,258
+320
| +6% | +$52.5K | 0.01% | 836 |
|
|
2024
Q2 | $671K | Buy |
4,938
+1,160
| +31% | +$158K | 0.01% | 879 |
|
|
2024
Q1 | $521K | Buy |
3,778
+260
| +7% | +$35.9K | 0.01% | 1001 |
|
|
2023
Q4 | $368K | Sell |
3,518
-236
| -6% | -$24.7K | 0.01% | 1146 |
|
|
2023
Q3 | $355K | Buy |
3,754
+54
| +1% | +$5.1K | 0.01% | 1050 |
|
|
2023
Q2 | $372K | Buy |
3,700
+498
| +16% | +$50K | 0.01% | 1025 |
|
|
2023
Q1 | $260K | Buy |
3,202
+315
| +11% | +$25.6K | 0.01% | 1188 |
|
|
2022
Q4 | $216K | Sell |
2,887
-1,114
| -28% | -$83.2K | 0.01% | 1121 |
|
|
2022
Q3 | $331K | Sell |
4,001
-1,693
| -30% | -$140K | 0.02% | 928 |
|
|
2022
Q2 | $455K | Buy |
5,694
+2,954
| +108% | +$236K | 0.02% | 854 |
|
|
2022
Q1 | $310K | Buy |
2,740
+714
| +35% | +$80.8K | 0.02% | 987 |
|
|
2021
Q4 | $230K | Buy |
+2,026
| New | +$230K | 0.01% | 949 |
|
|
2021
Q3 | – | Sell |
-2,724
| Closed | -$328K | – | 1003 |
|
|
2021
Q2 | $328K | Buy |
+2,724
| New | +$328K | 0.03% | 691 |
|