VPIM
Vanguard Personalized Indexing Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.26M | Buy |
22,896
+7,011
| +44% | +$2.83M | 0.1% | 168 |
|
|
2025
Q1 | $4.58M | Buy |
15,885
+4,001
| +34% | +$1.15M | 0.07% | 263 |
|
|
2024
Q4 | $3.44M | Buy |
11,884
+2,598
| +28% | +$752K | 0.05% | 315 |
|
|
2024
Q3 | $1.57M | Buy |
9,286
+8,526
| +1,122% | +$1.44M | 0.03% | 561 |
|
|
2024
Q2 | $1.05M | Buy |
760
+181
| +31% | +$249K | 0.02% | 660 |
|
|
2024
Q1 | $987K | Buy |
579
+81
| +16% | +$138K | 0.02% | 668 |
|
|
2023
Q4 | $315K | Buy |
+498
| New | +$315K | 0.01% | 1202 |
|
|
2022
Q2 | – | Sell |
-448
| Closed | -$218K | – | 1307 |
|
|
2022
Q1 | $218K | Sell |
448
-366
| -45% | -$178K | 0.01% | 1087 |
|
|
2021
Q4 | $443K | Buy |
+814
| New | +$443K | 0.03% | 741 |
|