Vanguard Personalized Indexing Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
45,528
+902
| +2% | +$89.5K | 0.05% | 322 |
|
|
2025
Q1 | $4.61M | Buy |
44,626
+4,786
| +12% | +$494K | 0.07% | 260 |
|
|
2024
Q4 | $3.69M | Buy |
39,840
+3,180
| +9% | +$295K | 0.06% | 299 |
|
|
2024
Q3 | $3.81M | Sell |
36,660
-887
| -2% | -$92.2K | 0.06% | 278 |
|
|
2024
Q2 | $3.47M | Buy |
37,547
+4,733
| +14% | +$438K | 0.07% | 261 |
|
|
2024
Q1 | $3.26M | Buy |
32,814
+6,679
| +26% | +$663K | 0.07% | 258 |
|
|
2023
Q4 | $2.34M | Sell |
26,135
-1,023
| -4% | -$91.5K | 0.06% | 306 |
|
|
2023
Q3 | $2.18M | Buy |
27,158
+1,684
| +7% | +$135K | 0.07% | 290 |
|
|
2023
Q2 | $2.27M | Buy |
25,474
+1,272
| +5% | +$113K | 0.07% | 279 |
|
|
2023
Q1 | $2.04M | Buy |
24,202
+1,871
| +8% | +$158K | 0.07% | 282 |
|
|
2022
Q4 | $1.75M | Buy |
22,331
+5,910
| +36% | +$463K | 0.07% | 297 |
|
|
2022
Q3 | $1.05M | Buy |
16,421
+75
| +0.5% | +$4.79K | 0.05% | 459 |
|
|
2022
Q2 | $1.16M | Buy |
16,346
+4,035
| +33% | +$285K | 0.05% | 396 |
|
|
2022
Q1 | $947K | Sell |
12,311
-2,658
| -18% | -$204K | 0.05% | 472 |
|
|
2021
Q4 | $1.3M | Buy |
14,969
+4,961
| +50% | +$432K | 0.08% | 281 |
|
|
2021
Q3 | $823K | Buy |
10,008
+1,302
| +15% | +$107K | 0.07% | 288 |
|
|
2021
Q2 | $712K | Buy |
8,706
+4,975
| +133% | +$407K | 0.07% | 335 |
|
|
2021
Q1 | $255K | Buy |
+3,731
| New | +$255K | 0.04% | 571 |
|