Vanguard Personalized Indexing Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
26,961
+10,980
| +69% | +$1.73M | 0.05% | 339 |
|
|
2025
Q1 | $2.82M | Sell |
15,981
-2,248
| -12% | -$396K | 0.04% | 384 |
|
|
2024
Q4 | $3.58M | Sell |
18,229
-1,202
| -6% | -$236K | 0.05% | 307 |
|
|
2024
Q3 | $4.6M | Buy |
19,431
+3,584
| +23% | +$849K | 0.07% | 236 |
|
|
2024
Q2 | $3.35M | Buy |
15,847
+1,552
| +11% | +$328K | 0.06% | 272 |
|
|
2024
Q1 | $3.62M | Buy |
14,295
+2,280
| +19% | +$577K | 0.08% | 229 |
|
|
2023
Q4 | $2.78M | Buy |
12,015
+1,272
| +12% | +$294K | 0.07% | 258 |
|
|
2023
Q3 | $2.11M | Sell |
10,743
-1,261
| -11% | -$248K | 0.06% | 298 |
|
|
2023
Q2 | $2.7M | Buy |
12,004
+2,307
| +24% | +$519K | 0.08% | 234 |
|
|
2023
Q1 | $1.93M | Buy |
9,697
+2,516
| +35% | +$500K | 0.07% | 303 |
|
|
2022
Q4 | $1.47M | Sell |
7,181
-3,819
| -35% | -$782K | 0.06% | 365 |
|
|
2022
Q3 | $1.99M | Sell |
11,000
-145
| -1% | -$26.3K | 0.09% | 228 |
|
|
2022
Q2 | $2.42M | Buy |
11,145
+5,182
| +87% | +$1.12M | 0.11% | 173 |
|
|
2022
Q1 | $1.38M | Sell |
5,963
-822
| -12% | -$190K | 0.07% | 307 |
|
|
2021
Q4 | $1.91M | Buy |
6,785
+711
| +12% | +$201K | 0.11% | 180 |
|
|
2021
Q3 | $1.46M | Buy |
6,074
+833
| +16% | +$200K | 0.13% | 152 |
|
|
2021
Q2 | $1.27M | Buy |
5,241
+2,254
| +75% | +$546K | 0.13% | 154 |
|
|
2021
Q1 | $577K | Buy |
2,987
+1,079
| +57% | +$208K | 0.09% | 277 |
|
|
2020
Q4 | $342K | Buy |
1,908
+128
| +7% | +$22.9K | 0.07% | 318 |
|
|
2020
Q3 | $281K | Buy |
+1,780
| New | +$281K | 0.08% | 309 |
|