Vanguard Personalized Indexing Management’s Envista NVST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
20,100
+1,067
+6% +$20.8K ﹤0.01% 1314
2025
Q1
$329K Sell
19,033
-11,794
-38% -$204K ﹤0.01% 1302
2024
Q4
$595K Sell
30,827
-2,091
-6% -$40.3K 0.01% 1030
2024
Q3
$650K Buy
32,918
+3,109
+10% +$61.4K 0.01% 975
2024
Q2
$496K Buy
29,809
+13,763
+86% +$229K 0.01% 1042
2024
Q1
$343K Sell
16,046
-10,743
-40% -$230K 0.01% 1213
2023
Q4
$645K Buy
+26,789
New +$645K 0.02% 867
2023
Q2
Sell
-11,369
Closed -$465K 1510
2023
Q1
$465K Buy
+11,369
New +$465K 0.02% 912
2022
Q4
Sell
-7,192
Closed -$236K 1313
2022
Q3
$236K Buy
+7,192
New +$236K 0.01% 1045
2022
Q2
Sell
-12,045
Closed -$587K 1311
2022
Q1
$587K Buy
+12,045
New +$587K 0.03% 754