Vanguard Personalized Indexing Management’s Fresenius Medical Care FMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
38,942
+4,804
| +14% | +$137K | 0.01% | 826 |
|
|
2025
Q1 | $850K | Buy |
34,138
+598
| +2% | +$14.9K | 0.01% | 872 |
|
|
2024
Q4 | $759K | Buy |
33,540
+6,232
| +23% | +$141K | 0.01% | 914 |
|
|
2024
Q3 | $582K | Sell |
27,308
-1,372
| -5% | -$29.2K | 0.01% | 1028 |
|
|
2024
Q2 | $548K | Buy |
28,680
+4,340
| +18% | +$82.9K | 0.01% | 988 |
|
|
2024
Q1 | $469K | Buy |
24,340
+5,195
| +27% | +$100K | 0.01% | 1059 |
|
|
2023
Q4 | $399K | Buy |
19,145
+493
| +3% | +$10.3K | 0.01% | 1111 |
|
|
2023
Q3 | $402K | Buy |
18,652
+1,732
| +10% | +$37.3K | 0.01% | 985 |
|
|
2023
Q2 | $405K | Buy |
16,920
+1,169
| +7% | +$28K | 0.01% | 986 |
|
|
2023
Q1 | $335K | Buy |
15,751
+1,727
| +12% | +$36.7K | 0.01% | 1068 |
|
|
2022
Q4 | $229K | Buy |
14,024
+2,915
| +26% | +$47.6K | 0.01% | 1084 |
|
|
2022
Q3 | $156K | Buy |
+11,109
| New | +$156K | 0.01% | 1136 |
|