Vanguard Personalized Indexing Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $814K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $620K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $237K | Buy |
|