VPIM
SWAV

Vanguard Personalized Indexing Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,295
Closed -$1.4M – 1769
2024
Q1 		$1.4M Buy
4,295
+1,017
+31% +$250K 0.03% 505
2023
Q4 		$625K Sell
3,278
-1,895
-37% -$358K 0.02% 883
2023
Q3 		$1.03M Buy
5,173
+314
+6% +$74.3K 0.03% 543
2023
Q2 		$1.39M Buy
4,859
+283
+6% +$78.6K 0.04% 428
2023
Q1 		$992K Buy
4,576
+366
+9% +$71.3K 0.03% 532
2022
Q4 		$866K Buy
4,210
+77
+2% +$19.5K 0.04% 566
2022
Q3 		$1.15M Buy
4,133
+181
+5% +$46K 0.05% 419
2022
Q2 		$756K Buy
3,952
+492
+14% +$86.8K 0.04% 604
2022
Q1 		$717K Buy
3,460
+114
+3% +$18.8K 0.03% 642
2021
Q4 		$597K Buy
+3,346
New +$660K 0.04% 631

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Vanguard Personalized Indexing Management's SWAV Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 4,295 shares — an estimated $1.4M sold.

Vanguard Personalized Indexing Management first reported a position in SWAV in Q4 2021 and held it in 10 quarters. The position peaked at $1.4M in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,295 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $1.4M.
  • Vanguard Personalized Indexing Management first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Vanguard Personalized Indexing Management's Shockwave Medical, Inc. Common Stock position peaked at $1.4M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.