Vanguard Personalized Indexing Management’s Idacorp IDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
10,000
+1,253
| +14% | +$145K | 0.01% | 810 |
|
|
2025
Q1 | $1.02M | Buy |
8,747
+232
| +3% | +$27K | 0.02% | 772 |
|
|
2024
Q4 | $931K | Buy |
8,515
+335
| +4% | +$36.6K | 0.01% | 804 |
|
|
2024
Q3 | $843K | Buy |
8,180
+3,102
| +61% | +$320K | 0.01% | 851 |
|
|
2024
Q2 | $472K | Buy |
5,078
+1,384
| +37% | +$129K | 0.01% | 1069 |
|
|
2024
Q1 | $343K | Sell |
3,694
-1,606
| -30% | -$149K | 0.01% | 1212 |
|
|
2023
Q4 | $521K | Buy |
5,300
+950
| +22% | +$93.4K | 0.01% | 980 |
|
|
2023
Q3 | $407K | Buy |
4,350
+1,141
| +36% | +$107K | 0.01% | 978 |
|
|
2023
Q2 | $329K | Sell |
3,209
-871
| -21% | -$89.4K | 0.01% | 1082 |
|
|
2023
Q1 | $442K | Buy |
+4,080
| New | +$442K | 0.02% | 936 |
|