Vanguard Personalized Indexing Management’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
5,832
+1,246
| +27% | +$124K | 0.01% | 1135 |
|
|
2025
Q1 | $375K | Sell |
4,586
-461
| -9% | -$37.7K | 0.01% | 1244 |
|
|
2024
Q4 | $524K | Buy |
5,047
+1,780
| +54% | +$185K | 0.01% | 1090 |
|
|
2024
Q3 | $289K | Buy |
3,267
+11
| +0.3% | +$975 | ﹤0.01% | 1363 |
|
|
2024
Q2 | $239K | Buy |
3,256
+10
| +0.3% | +$734 | ﹤0.01% | 1381 |
|
|
2024
Q1 | $214K | Buy |
3,246
+161
| +5% | +$10.6K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $229K | Buy |
+3,085
| New | +$229K | 0.01% | 1347 |
|
|
2021
Q3 | – | Sell |
-2,555
| Closed | -$239K | – | 1008 |
|
|
2021
Q2 | $239K | Buy |
+2,555
| New | +$239K | 0.03% | 832 |
|