Vanguard Personalized Indexing Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
75,254
+10,082
| +15% | +$1.74M | 0.15% | 118 |
|
|
2025
Q1 | $14.4M | Buy |
65,172
+9,406
| +17% | +$2.08M | 0.21% | 80 |
|
|
2024
Q4 | $11.5M | Buy |
55,766
+3,751
| +7% | +$771K | 0.17% | 90 |
|
|
2024
Q3 | $9.34M | Buy |
52,015
+8,923
| +21% | +$1.6M | 0.15% | 112 |
|
|
2024
Q2 | $6.26M | Buy |
43,092
+7,319
| +20% | +$1.06M | 0.12% | 141 |
|
|
2024
Q1 | $5.72M | Buy |
35,773
+1,563
| +5% | +$250K | 0.12% | 143 |
|
|
2023
Q4 | $4.54M | Buy |
34,210
+6,331
| +23% | +$841K | 0.12% | 153 |
|
|
2023
Q3 | $3.15M | Buy |
27,879
+1,748
| +7% | +$197K | 0.09% | 202 |
|
|
2023
Q2 | $3.3M | Buy |
26,131
+3,631
| +16% | +$458K | 0.1% | 189 |
|
|
2023
Q1 | $2.54M | Sell |
22,500
-419
| -2% | -$47.4K | 0.09% | 230 |
|
|
2022
Q4 | $2.32M | Sell |
22,919
-1,897
| -8% | -$192K | 0.1% | 228 |
|
|
2022
Q3 | $2.32M | Buy |
24,816
+5,760
| +30% | +$539K | 0.11% | 195 |
|
|
2022
Q2 | $1.7M | Buy |
19,056
+6,448
| +51% | +$574K | 0.08% | 253 |
|
|
2022
Q1 | $1.28M | Buy |
12,608
+2,173
| +21% | +$220K | 0.06% | 326 |
|
|
2021
Q4 | $1.08M | Sell |
10,435
-1,459
| -12% | -$151K | 0.06% | 350 |
|
|
2021
Q3 | $1.29M | Buy |
11,894
+6,778
| +132% | +$735K | 0.12% | 172 |
|
|
2021
Q2 | $547K | Sell |
5,116
-4,285
| -46% | -$458K | 0.06% | 441 |
|
|
2021
Q1 | $1.12M | Buy |
9,401
+3,707
| +65% | +$441K | 0.17% | 125 |
|
|
2020
Q4 | $648K | Buy |
5,694
+913
| +19% | +$104K | 0.14% | 168 |
|
|
2020
Q3 | $493K | Buy |
4,781
+1,153
| +32% | +$119K | 0.14% | 173 |
|
|
2020
Q2 | $354K | Sell |
3,628
-273
| -7% | -$26.6K | 0.16% | 158 |
|
|
2020
Q1 | $371K | Buy |
+3,901
| New | +$371K | 0.22% | 130 |
|