Vanguard Personalized Indexing Management’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $364K | Buy |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $513K | Buy |
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