Vanguard Personalized Indexing Management’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.82M Buy
3,732
+121
+3% +$221K 0.08% 217
2025
Q1
$6.66M Buy
3,611
+400
+12% +$738K 0.1% 182
2024
Q4
$6.39M Buy
3,211
+173
+6% +$344K 0.1% 172
2024
Q3
$5.9M Buy
3,038
+364
+14% +$707K 0.1% 180
2024
Q2
$3.98M Buy
2,674
+524
+24% +$779K 0.08% 229
2024
Q1
$2.69M Buy
2,150
+42
+2% +$52.5K 0.06% 306
2023
Q4
$2.45M Sell
2,108
-907
-30% -$1.06M 0.06% 295
2023
Q3
$2.62M Buy
3,015
+286
+10% +$248K 0.08% 248
2023
Q2
$2.21M Sell
2,729
-97
-3% -$78.5K 0.07% 286
2023
Q1
$1.99M Buy
2,826
+208
+8% +$146K 0.07% 293
2022
Q4
$1.57M Sell
2,618
-145
-5% -$86.8K 0.06% 339
2022
Q3
$1.14M Buy
2,763
+188
+7% +$77.4K 0.05% 425
2022
Q2
$1.03M Buy
2,575
+1,326
+106% +$531K 0.05% 444
2022
Q1
$583K Buy
1,249
+376
+43% +$176K 0.03% 758
2021
Q4
$379K Sell
873
-339
-28% -$147K 0.02% 796
2021
Q3
$482K Buy
1,212
+537
+80% +$214K 0.04% 533
2021
Q2
$339K Buy
675
+51
+8% +$25.6K 0.04% 680
2021
Q1
$303K Buy
+624
New +$303K 0.05% 498