Vanguard Personalized Indexing Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,222
| Closed | -$972K | – | 1527 |
|
|
2022
Q4 | $972K | Buy |
4,222
+1,899
| +82% | +$437K | 0.04% | 515 |
|
|
2022
Q3 | $780K | Sell |
2,323
-503
| -18% | -$169K | 0.04% | 587 |
|
|
2022
Q2 | $1.12M | Buy |
2,826
+313
| +12% | +$124K | 0.05% | 412 |
|
|
2022
Q1 | $1.41M | Buy |
2,513
+694
| +38% | +$388K | 0.07% | 292 |
|
|
2021
Q4 | $1.23M | Buy |
1,819
+241
| +15% | +$163K | 0.07% | 299 |
|
|
2021
Q3 | $1.02M | Sell |
1,578
-263
| -14% | -$170K | 0.09% | 222 |
|
|
2021
Q2 | $1.02M | Buy |
1,841
+819
| +80% | +$456K | 0.11% | 194 |
|
|
2021
Q1 | $505K | Buy |
1,022
+499
| +95% | +$247K | 0.08% | 316 |
|
|
2020
Q4 | $203K | Buy |
+523
| New | +$203K | 0.04% | 509 |
|