Vanguard Personalized Indexing Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
386,414
+61,496
| +19% | +$4.93M | 0.35% | 37 |
|
|
2025
Q1 | $23.3M | Buy |
324,918
+15,806
| +5% | +$1.13M | 0.34% | 38 |
|
|
2024
Q4 | $21.7M | Buy |
309,112
+35,621
| +13% | +$2.5M | 0.33% | 38 |
|
|
2024
Q3 | $15.4M | Buy |
273,491
+12,244
| +5% | +$692K | 0.25% | 58 |
|
|
2024
Q2 | $15.5M | Buy |
261,247
+34,766
| +15% | +$2.06M | 0.3% | 47 |
|
|
2024
Q1 | $13.1M | Buy |
226,481
+37,921
| +20% | +$2.2M | 0.28% | 55 |
|
|
2023
Q4 | $9.28M | Sell |
188,560
-9,386
| -5% | -$462K | 0.24% | 65 |
|
|
2023
Q3 | $8.09M | Buy |
197,946
+22,568
| +13% | +$922K | 0.24% | 64 |
|
|
2023
Q2 | $7.49M | Buy |
175,378
+22,087
| +14% | +$943K | 0.23% | 70 |
|
|
2023
Q1 | $5.73M | Buy |
153,291
+11,239
| +8% | +$420K | 0.2% | 91 |
|
|
2022
Q4 | $5.87M | Sell |
142,052
-13,010
| -8% | -$537K | 0.24% | 70 |
|
|
2022
Q3 | $6.24M | Buy |
155,062
+6,984
| +5% | +$281K | 0.28% | 57 |
|
|
2022
Q2 | $5.8M | Buy |
148,078
+21,310
| +17% | +$835K | 0.27% | 61 |
|
|
2022
Q1 | $6.14M | Buy |
126,768
+30,207
| +31% | +$1.46M | 0.3% | 53 |
|
|
2021
Q4 | $4.63M | Buy |
96,561
+20,115
| +26% | +$965K | 0.27% | 61 |
|
|
2021
Q3 | $3.55M | Buy |
76,446
+18,059
| +31% | +$838K | 0.32% | 49 |
|
|
2021
Q2 | $2.64M | Buy |
58,387
+21,929
| +60% | +$993K | 0.28% | 62 |
|
|
2021
Q1 | $1.42M | Buy |
36,458
+22,556
| +162% | +$881K | 0.22% | 94 |
|
|
2020
Q4 | $420K | Buy |
13,902
+2,738
| +25% | +$82.7K | 0.09% | 256 |
|
|
2020
Q3 | $262K | Buy |
11,164
+569
| +5% | +$13.4K | 0.07% | 331 |
|
|
2020
Q2 | $271K | Buy |
10,595
+2,274
| +27% | +$58.2K | 0.12% | 213 |
|
|
2020
Q1 | $239K | Buy |
+8,321
| New | +$239K | 0.14% | 192 |
|