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 |
|