Vanguard Personalized Indexing Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
4,668
| – | – | ﹤0.01% | 1263 |
|
|
2025
Q1 | $437K | Sell |
4,668
-18
| -0.4% | -$1.69K | 0.01% | 1174 |
|
|
2024
Q4 | $416K | Buy |
4,686
+18
| +0.4% | +$1.6K | 0.01% | 1198 |
|
|
2024
Q3 | $426K | Sell |
4,668
-1,987
| -30% | -$181K | 0.01% | 1178 |
|
|
2024
Q2 | $559K | Buy |
6,655
+956
| +17% | +$80.3K | 0.01% | 978 |
|
|
2024
Q1 | $476K | Buy |
5,699
+37
| +0.7% | +$3.09K | 0.01% | 1053 |
|
|
2023
Q4 | $442K | Buy |
5,662
+935
| +20% | +$73K | 0.01% | 1060 |
|
|
2023
Q3 | $342K | Buy |
4,727
+71
| +2% | +$5.14K | 0.01% | 1062 |
|
|
2023
Q2 | $346K | Hold |
4,656
| – | – | 0.01% | 1057 |
|
|
2023
Q1 | $339K | Buy |
+4,656
| New | +$339K | 0.01% | 1060 |
|