Vanguard Personalized Indexing Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49M | Buy |
82,969
+19,826
| +31% | +$1.55M | 0.07% | 229 |
|
|
2025
Q1 | $4.58M | Buy |
63,143
+2,018
| +3% | +$146K | 0.07% | 264 |
|
|
2024
Q4 | $4.53M | Buy |
61,125
+12,441
| +26% | +$921K | 0.07% | 244 |
|
|
2024
Q3 | $3.21M | Sell |
48,684
-13,306
| -21% | -$878K | 0.05% | 323 |
|
|
2024
Q2 | $5.73M | Buy |
61,990
+4,825
| +8% | +$446K | 0.11% | 147 |
|
|
2024
Q1 | $5.46M | Buy |
57,165
+14,234
| +33% | +$1.36M | 0.12% | 158 |
|
|
2023
Q4 | $3.27M | Sell |
42,931
-4,034
| -9% | -$308K | 0.08% | 219 |
|
|
2023
Q3 | $3.25M | Sell |
46,965
-5,277
| -10% | -$366K | 0.1% | 196 |
|
|
2023
Q2 | $4.93M | Buy |
52,242
+3,320
| +7% | +$313K | 0.15% | 113 |
|
|
2023
Q1 | $4.05M | Buy |
48,922
+12,273
| +33% | +$1.02M | 0.14% | 130 |
|
|
2022
Q4 | $2.73M | Sell |
36,649
-6,777
| -16% | -$506K | 0.11% | 180 |
|
|
2022
Q3 | $3.59M | Sell |
43,426
-1,424
| -3% | -$118K | 0.16% | 116 |
|
|
2022
Q2 | $4.27M | Buy |
44,850
+17,995
| +67% | +$1.71M | 0.2% | 87 |
|
|
2022
Q1 | $3.16M | Buy |
26,855
+3,791
| +16% | +$446K | 0.15% | 111 |
|
|
2021
Q4 | $2.99M | Buy |
23,064
+6,810
| +42% | +$882K | 0.18% | 102 |
|
|
2021
Q3 | $1.84M | Buy |
16,254
+2,109
| +15% | +$239K | 0.17% | 116 |
|
|
2021
Q2 | $1.47M | Buy |
14,145
+2,876
| +26% | +$298K | 0.15% | 134 |
|
|
2021
Q1 | $943K | Buy |
+11,269
| New | +$943K | 0.14% | 160 |
|
|
2020
Q4 | – | Sell |
-7,321
| Closed | -$584K | – | 563 |
|
|
2020
Q3 | $584K | Buy |
7,321
+3,251
| +80% | +$259K | 0.16% | 152 |
|
|
2020
Q2 | $281K | Buy |
+4,070
| New | +$281K | 0.13% | 204 |
|