Vanguard Personalized Indexing Management’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.91M	Buy	50,467 +2,931	+6%	+$173K	0.03%	476
2025 Q4	$2.78M	Buy	47,536 +1,447	+3%	+$78.8K	0.03%	488
2025 Q3	$2.61M	Sell	46,089 -1,548	-3%	-$86.1K	0.03%	495
2025 Q2	$2.47M	Buy	47,637 +448	+0.9%	+$21K	0.03%	487
2025 Q1	$2.35M	Buy	47,189 +222	+0.5%	+$12K	0.03%	438
2024 Q4	$2.55M	Buy	46,967 +892	+2%	+$48.9K	0.04%	399
2024 Q3	$2.18M	Buy	46,075 +2,570	+6%	+$122K	0.04%	448
2024 Q2	$1.89M	Buy	43,505 +5,598	+15%	+$236K	0.04%	422
2024 Q1	$1.65M	Buy	37,907 +5,994	+19%	+$247K	0.04%	450
2023 Q4	$1.4M	Buy	31,913 +1,594	+5%	+$57.6K	0.04%	477
2023 Q3	$1.06M	Buy	30,319 +1,079	+4%	+$37.6K	0.03%	535
2023 Q2	$785K	Buy	29,240 +7,402	+34%	+$205K	0.02%	682
2023 Q1	$654K	Sell	21,838 -2,574	-11%	-$118K	0.02%	741
2022 Q4	$1.2M	Sell	24,412 -2,972	-11%	-$149K	0.05%	440
2022 Q3	$1.39M	Buy	27,384 +1,816	+7%	+$99.3K	0.06%	331
2022 Q2	$1.3M	Buy	25,568 +5,741	+29%	+$326K	0.06%	340
2022 Q1	$1.3M	Buy	19,827 +2,305	+13%	+$158K	0.06%	322
2021 Q4	$1.11M	Buy	17,522 +3,408	+24%	+$218K	0.07%	339
2021 Q3	$874K	Buy	14,114 +9,271	+191%	+$509K	0.08%	266
2021 Q2	$256K	Buy	4,843 +859	+22%	+$48.1K	0.03%	801
2021 Q1	$219K	Buy	+3,984	New	+$205K	0.03%	646