Vanguard Personalized Indexing Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Sell |
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|
2025
Q2 | $885K | Buy |
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|
2025
Q1 | $841K | Buy |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $328K | Buy |
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