Vanguard Personalized Indexing Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $610K | Buy |
|
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|
2024
Q2 | $374K | Sell |
|
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|
2024
Q1 | $830K | Sell |
|
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|
2023
Q4 | $1.17M | Buy |
|
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|
2023
Q3 | $526K | Buy |
|
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|
2023
Q2 | $629K | Sell |
|
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|
2023
Q1 | $1.14M | Buy |
|
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|
2022
Q4 | $460K | Sell |
|
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $820K | Buy |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $464K | Buy |
|