Vanguard Personalized Indexing Management’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
27,464
-16,918
| -38% | -$171K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $444K | Buy |
44,382
+6,883
| +18% | +$68.8K | 0.01% | 1168 |
|
|
2024
Q4 | $394K | Buy |
37,499
+630
| +2% | +$6.62K | 0.01% | 1223 |
|
|
2024
Q3 | $380K | Buy |
36,869
+11,143
| +43% | +$115K | 0.01% | 1234 |
|
|
2024
Q2 | $326K | Sell |
25,726
-5,261
| -17% | -$66.7K | 0.01% | 1237 |
|
|
2024
Q1 | $497K | Sell |
30,987
-10,827
| -26% | -$174K | 0.01% | 1027 |
|
|
2023
Q4 | $773K | Buy |
41,814
+22,436
| +116% | +$415K | 0.02% | 776 |
|
|
2023
Q3 | $318K | Buy |
19,378
+2,488
| +15% | +$40.8K | 0.01% | 1098 |
|
|
2023
Q2 | $429K | Buy |
16,890
+3,451
| +26% | +$87.6K | 0.01% | 959 |
|
|
2023
Q1 | $332K | Sell |
13,439
-302
| -2% | -$7.46K | 0.01% | 1073 |
|
|
2022
Q4 | $414K | Sell |
13,741
-3,871
| -22% | -$117K | 0.02% | 858 |
|
|
2022
Q3 | $734K | Buy |
17,612
+5,455
| +45% | +$227K | 0.03% | 620 |
|
|
2022
Q2 | $404K | Buy |
12,157
+5,961
| +96% | +$198K | 0.02% | 889 |
|
|
2022
Q1 | $370K | Sell |
6,196
-2,042
| -25% | -$122K | 0.02% | 937 |
|
|
2021
Q4 | $529K | Buy |
+8,238
| New | +$529K | 0.03% | 685 |
|