Vanguard Personalized Indexing Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
37,986
+12,842
| +51% | +$1.32M | 0.04% | 356 |
|
|
2025
Q1 | $2.16M | Buy |
25,144
+1,288
| +5% | +$111K | 0.03% | 473 |
|
|
2024
Q4 | $2.51M | Buy |
23,856
+944
| +4% | +$99.2K | 0.04% | 407 |
|
|
2024
Q3 | $2.72M | Buy |
22,912
+3,914
| +21% | +$465K | 0.04% | 370 |
|
|
2024
Q2 | $1.7M | Buy |
18,998
+2,393
| +14% | +$214K | 0.03% | 460 |
|
|
2024
Q1 | $1.33M | Buy |
16,605
+3,936
| +31% | +$316K | 0.03% | 524 |
|
|
2023
Q4 | $887K | Sell |
12,669
-1,682
| -12% | -$118K | 0.02% | 721 |
|
|
2023
Q3 | $853K | Buy |
14,351
+27
| +0.2% | +$1.61K | 0.03% | 644 |
|
|
2023
Q2 | $814K | Buy |
14,324
+592
| +4% | +$33.6K | 0.02% | 664 |
|
|
2023
Q1 | $727K | Sell |
13,732
-9,734
| -41% | -$515K | 0.03% | 694 |
|
|
2022
Q4 | $1.17M | Sell |
23,466
-485
| -2% | -$24.2K | 0.05% | 449 |
|
|
2022
Q3 | $1.05M | Sell |
23,951
-417
| -2% | -$18.3K | 0.05% | 455 |
|
|
2022
Q2 | $1.19M | Sell |
24,368
-1,153
| -5% | -$56.1K | 0.05% | 388 |
|
|
2022
Q1 | $1.41M | Buy |
25,521
+8,180
| +47% | +$453K | 0.07% | 290 |
|
|
2021
Q4 | $907K | Buy |
17,341
+2,695
| +18% | +$141K | 0.05% | 441 |
|
|
2021
Q3 | $636K | Sell |
14,646
-1,012
| -6% | -$43.9K | 0.06% | 398 |
|
|
2021
Q2 | $663K | Buy |
+15,658
| New | +$663K | 0.07% | 362 |
|