Vanguard Personalized Indexing Management’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,558
+2,257
| +52% | +$394K | 0.01% | 815 |
|
|
2025
Q1 | $714K | Sell |
4,301
-10
| -0.2% | -$1.66K | 0.01% | 947 |
|
|
2024
Q4 | $780K | Buy |
4,311
+475
| +12% | +$86K | 0.01% | 895 |
|
|
2024
Q3 | $700K | Buy |
3,836
+1,158
| +43% | +$211K | 0.01% | 935 |
|
|
2024
Q2 | $408K | Sell |
2,678
-214
| -7% | -$32.6K | 0.01% | 1128 |
|
|
2024
Q1 | $479K | Buy |
2,892
+736
| +34% | +$122K | 0.01% | 1049 |
|
|
2023
Q4 | $349K | Sell |
2,156
-132
| -6% | -$21.4K | 0.01% | 1168 |
|
|
2023
Q3 | $333K | Buy |
2,288
+685
| +43% | +$99.7K | 0.01% | 1077 |
|
|
2023
Q2 | $247K | Buy |
+1,603
| New | +$247K | 0.01% | 1231 |
|
|
2022
Q4 | – | Sell |
-2,045
| Closed | -$243K | – | 1297 |
|
|
2022
Q3 | $243K | Buy |
2,045
+126
| +7% | +$15K | 0.01% | 1030 |
|
|
2022
Q2 | $233K | Buy |
+1,919
| New | +$233K | 0.01% | 1073 |
|