Vanguard Personalized Indexing Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43M | Buy |
56,961
+13,724
| +32% | +$834K | 0.03% | 423 |
|
|
2025
Q4 | $2.81M | Buy |
43,237
+250
| +0.6% | +$17.2K | 0.03% | 483 |
|
|
2025
Q3 | $3.11M | Buy |
42,987
+6,752
| +19% | +$505K | 0.03% | 432 |
|
|
2025
Q2 | $2.46M | Buy |
36,235
+3,496
| +11% | +$203K | 0.03% | 489 |
|
|
2025
Q1 | $1.78M | Sell |
32,739
-2,447
| -7% | -$183K | 0.03% | 533 |
|
|
2024
Q4 | $2.99M | Buy |
35,186
+4,265
| +14% | +$350K | 0.05% | 349 |
|
|
2024
Q3 | $2.08M | Buy |
30,921
+3,285
| +12% | +$212K | 0.03% | 466 |
|
|
2024
Q2 | $1.75M | Sell |
27,636
-2,843
| -9% | -$199K | 0.03% | 450 |
|
|
2024
Q1 | $2.58M | Buy |
30,479
+2,227
| +8% | +$161K | 0.06% | 318 |
|
|
2023
Q4 | $2.19M | Buy |
28,252
+2,111
| +8% | +$119K | 0.06% | 322 |
|
|
2023
Q3 | $1.16M | Sell |
26,141
-8,220
| -24% | -$509K | 0.03% | 494 |
|
|
2023
Q2 | $2.29M | Sell |
34,361
-11,015
| -24% | -$688K | 0.07% | 278 |
|
|
2023
Q1 | $3.12M | Sell |
45,376
-2,937
| -6% | -$220K | 0.11% | 184 |
|
|
2022
Q4 | $3.04M | Buy |
48,313
+22,008
| +84% | +$1.36M | 0.13% | 165 |
|
|
2022
Q3 | $1.45M | Buy |
26,305
+4,704
| +22% | +$333K | 0.07% | 315 |
|
|
2022
Q2 | $1.33M | Buy |
21,601
+6,243
| +41% | +$570K | 0.06% | 332 |
|
|
2022
Q1 | $2.08M | Buy |
15,358
+9,193
| +149% | +$1.11M | 0.1% | 183 |
|
|
2021
Q4 | $996K | Sell |
6,165
-1,059
| -15% | -$229K | 0.06% | 393 |
|
|
2021
Q3 | $1.73M | Buy |
7,224
+1,192
| +20% | +$306K | 0.16% | 125 |
|
|
2021
Q2 | $1.47M | Sell |
6,032
-3,048
| -34% | -$707K | 0.15% | 132 |
|
|
2021
Q1 | $2.06M | Buy |
9,080
+1,444
| +19% | +$338K | 0.31% | 61 |
|
|
2020
Q4 | $1.66M | Buy |
7,636
+626
| +9% | +$122K | 0.36% | 61 |
|
|
2020
Q3 | $1.14M | Buy |
7,010
+753
| +12% | +$106K | 0.32% | 72 |
|
|
2020
Q2 | $657K | Buy |
+6,257
| New | +$479K | 0.3% | 80 |
|
Other funds holding XYZ
VCM
VPM
