Vanguard Personalized Indexing Management’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.9M Buy
2025
Q1
$2.16M Buy
2024
Q4
$2.51M Buy
2024
Q3
$2.72M Buy
2024
Q2
$1.7M Buy
2024
Q1
$1.33M Buy
2023
Q4
$887K Sell
2023
Q3
$853K Buy
2023
Q2
$814K Buy
2023
Q1
$727K Sell
2022
Q4
$1.17M Sell
2022
Q3
$1.05M Sell
2022
Q2
$1.19M Sell
2022
Q1
$1.41M Buy
2021
Q4
$907K Buy
2021
Q3
$636K Sell
2021
Q2
$663K Buy