VPIM
Vanguard Personalized Indexing Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.5M | Buy |
262,665
+42,008
| +19% | +$15M | 1.06% | 13 |
|
|
2025
Q1 | $77.3M | Buy |
220,657
+22,485
| +11% | +$7.88M | 1.14% | 11 |
|
|
2024
Q4 | $62.6M | Buy |
198,172
+16,303
| +9% | +$5.15M | 0.95% | 13 |
|
|
2024
Q3 | $50M | Buy |
181,869
+9,505
| +6% | +$2.61M | 0.81% | 14 |
|
|
2024
Q2 | $44.5M | Buy |
172,364
+12,474
| +8% | +$3.22M | 0.85% | 12 |
|
|
2024
Q1 | $44.6M | Buy |
159,890
+14,941
| +10% | +$4.17M | 0.96% | 12 |
|
|
2023
Q4 | $37.7M | Buy |
144,949
+14,697
| +11% | +$3.83M | 0.97% | 14 |
|
|
2023
Q3 | $30M | Buy |
130,252
+6,207
| +5% | +$1.43M | 0.9% | 14 |
|
|
2023
Q2 | $29.5M | Buy |
124,045
+8,217
| +7% | +$1.95M | 0.9% | 13 |
|
|
2023
Q1 | $26.1M | Buy |
115,828
+9,185
| +9% | +$2.07M | 0.91% | 10 |
|
|
2022
Q4 | $22.2M | Buy |
106,643
+12,264
| +13% | +$2.55M | 0.91% | 9 |
|
|
2022
Q3 | $16.8M | Sell |
94,379
-88
| -0.1% | -$15.6K | 0.76% | 11 |
|
|
2022
Q2 | $18.6M | Buy |
94,467
+22,755
| +32% | +$4.48M | 0.86% | 10 |
|
|
2022
Q1 | $15.9M | Buy |
71,712
+29,626
| +70% | +$6.57M | 0.77% | 12 |
|
|
2021
Q4 | $9.12M | Buy |
42,086
+5,938
| +16% | +$1.29M | 0.54% | 21 |
|
|
2021
Q3 | $8.05M | Buy |
36,148
+1,590
| +5% | +$354K | 0.72% | 15 |
|
|
2021
Q2 | $8.08M | Buy |
34,558
+5,434
| +19% | +$1.27M | 0.85% | 8 |
|
|
2021
Q1 | $6.17M | Buy |
29,124
+6,361
| +28% | +$1.35M | 0.93% | 11 |
|
|
2020
Q4 | $4.98M | Buy |
22,763
+2,091
| +10% | +$457K | 1.08% | 10 |
|
|
2020
Q3 | $4.13M | Buy |
20,672
+4,273
| +26% | +$855K | 1.16% | 10 |
|
|
2020
Q2 | $3.17M | Buy |
16,399
+2,073
| +14% | +$400K | 1.44% | 7 |
|
|
2020
Q1 | $2.31M | Buy |
+14,326
| New | +$2.31M | 1.35% | 12 |
|