Vanguard Personalized Indexing Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.52M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $396K | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $654K | Buy |
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|
2021
Q4 | $440K | Hold |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $341K | Buy |
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