Vanguard Personalized Indexing Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.1M | Buy |
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|
2025
Q2 | $31M | Buy |
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|
2025
Q1 | $23.3M | Buy |
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|
2024
Q4 | $21.7M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $15.5M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $9.28M | Sell |
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|
2023
Q3 | $8.09M | Buy |
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|
2023
Q2 | $7.49M | Buy |
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|
2023
Q1 | $5.73M | Buy |
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|
2022
Q4 | $5.87M | Sell |
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|
2022
Q3 | $6.24M | Buy |
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|
2022
Q2 | $5.8M | Buy |
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|
2022
Q1 | $6.14M | Buy |
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|
2021
Q4 | $4.63M | Buy |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $2.64M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $239K | Buy |
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