Vanguard Personalized Indexing Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
14,379
+2,548
| +22% | +$661K | 0.04% | 369 |
|
|
2025
Q1 | $2.88M | Buy |
11,831
+527
| +5% | +$128K | 0.04% | 378 |
|
|
2024
Q4 | $2.88M | Sell |
11,304
-840
| -7% | -$214K | 0.04% | 360 |
|
|
2024
Q3 | $3.57M | Buy |
12,144
+1,852
| +18% | +$544K | 0.06% | 296 |
|
|
2024
Q2 | $2.5M | Buy |
10,292
+2,011
| +24% | +$488K | 0.05% | 351 |
|
|
2024
Q1 | $2.22M | Buy |
8,281
+1,643
| +25% | +$440K | 0.05% | 365 |
|
|
2023
Q4 | $1.64M | Sell |
6,638
-1,343
| -17% | -$332K | 0.04% | 419 |
|
|
2023
Q3 | $1.46M | Sell |
7,981
-720
| -8% | -$132K | 0.04% | 402 |
|
|
2023
Q2 | $2.05M | Buy |
8,701
+93
| +1% | +$21.9K | 0.06% | 306 |
|
|
2023
Q1 | $1.75M | Buy |
8,608
+100
| +1% | +$20.3K | 0.06% | 333 |
|
|
2022
Q4 | $1.65M | Buy |
8,508
+2,251
| +36% | +$438K | 0.07% | 319 |
|
|
2022
Q3 | $1.07M | Buy |
6,257
+397
| +7% | +$68.1K | 0.05% | 445 |
|
|
2022
Q2 | $1.07M | Sell |
5,860
-1,166
| -17% | -$213K | 0.05% | 433 |
|
|
2022
Q1 | $1.67M | Buy |
7,026
+1,395
| +25% | +$331K | 0.08% | 238 |
|
|
2021
Q4 | $1.65M | Buy |
5,631
+874
| +18% | +$256K | 0.1% | 213 |
|
|
2021
Q3 | $1.21M | Buy |
4,757
+363
| +8% | +$92K | 0.11% | 187 |
|
|
2021
Q2 | $1.05M | Buy |
4,394
+2,903
| +195% | +$695K | 0.11% | 186 |
|
|
2021
Q1 | $270K | Buy |
+1,491
| New | +$270K | 0.04% | 546 |
|