Vanguard Personalized Indexing Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.74M | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $988K | Buy |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $3.1M | Hold |
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|
2022
Q1 | $3.51M | Hold |
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|
2021
Q4 | $3.53M | Hold |
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|
2021
Q3 | $3.28M | Hold |
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|
2021
Q2 | $3.33M | Hold |
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|
2021
Q1 | $3.19M | Hold |
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|
2020
Q4 | $2.89M | Buy |
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|
2020
Q3 | $2.37M | Buy |
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