VPIM
Vanguard Personalized Indexing Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,070
| Closed | -$242K | – | 1645 |
|
|
2023
Q4 | $242K | Sell |
3,070
-331
| -10% | -$26K | 0.01% | 1327 |
|
|
2023
Q3 | $219K | Sell |
3,401
-179
| -5% | -$11.5K | 0.01% | 1268 |
|
|
2023
Q2 | $295K | Sell |
3,580
-830
| -19% | -$68.4K | 0.01% | 1139 |
|
|
2023
Q1 | $319K | Sell |
4,410
-3,811
| -46% | -$275K | 0.01% | 1095 |
|
|
2022
Q4 | $558K | Buy |
+8,221
| New | +$558K | 0.02% | 764 |
|
|
2022
Q3 | – | Sell |
-6,391
| Closed | -$582K | – | 1253 |
|
|
2022
Q2 | $582K | Buy |
6,391
+4,282
| +203% | +$390K | 0.03% | 744 |
|
|
2022
Q1 | $233K | Buy |
+2,109
| New | +$233K | 0.01% | 1067 |
|
|
2021
Q3 | – | Sell |
-3,345
| Closed | -$613K | – | 1007 |
|
|
2021
Q2 | $613K | Buy |
3,345
+1,782
| +114% | +$327K | 0.06% | 393 |
|
|
2021
Q1 | $244K | Buy |
+1,563
| New | +$244K | 0.04% | 595 |
|