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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.13M | Sell |
26,497
-3,176
| -11% | -$266K | 0.02% | 578 |
|
|
2025
Q4 | $2.56M | Buy |
29,673
+3,817
| +15% | +$321K | 0.03% | 518 |
|
|
2025
Q3 | $2.13M | Sell |
25,856
-669
| -3% | -$52.2K | 0.02% | 569 |
|
|
2025
Q2 | $2.07M | Buy |
26,525
+5,861
| +28% | +$453K | 0.02% | 556 |
|
|
2025
Q1 | $1.52M | Buy |
20,664
+5,609
| +37% | +$447K | 0.02% | 591 |
|
|
2024
Q4 | $1.23M | Buy |
15,055
+3,389
| +29% | +$266K | 0.02% | 683 |
|
|
2024
Q3 | $814K | Buy |
11,666
+1,453
| +14% | +$90.8K | 0.01% | 868 |
|
|
2024
Q2 | $591K | Buy |
10,213
+2,955
| +41% | +$182K | 0.01% | 960 |
|
|
2024
Q1 | $474K | Buy |
7,258
+993
| +16% | +$66.2K | 0.01% | 1054 |
|
|
2023
Q4 | $451K | Sell |
6,265
-1,953
| -24% | -$129K | 0.01% | 1053 |
|
|
2023
Q3 | $575K | Buy |
8,218
+1,582
| +24% | +$110K | 0.02% | 821 |
|
|
2023
Q2 | $450K | Sell |
6,636
-3,842
| -37% | -$257K | 0.01% | 938 |
|
|
2023
Q1 | $774K | Buy |
10,478
+673
| +7% | +$48.5K | 0.03% | 663 |
|
|
2022
Q4 | $664K | Sell |
9,805
-6,911
| -41% | -$525K | 0.03% | 685 |
|
|
2022
Q3 | $1.23M | Sell |
16,716
-2,971
| -15% | -$283K | 0.06% | 393 |
|
|
2022
Q2 | $2.13M | Buy |
19,687
+14,425
| +274% | +$1.52M | 0.1% | 198 |
|
|
2022
Q1 | $617K | Buy |
5,262
+3,396
| +182% | +$462K | 0.03% | 723 |
|
|
2021
Q4 | $343K | Buy |
1,866
+249
| +15% | +$58.5K | 0.02% | 829 |
|
|
2021
Q3 | $423K | Buy |
1,617
+14
| +0.9% | +$4.72K | 0.04% | 605 |
|
|
2021
Q2 | $620K | Buy |
1,603
+87
| +6% | +$29K | 0.06% | 387 |
|
|
2021
Q1 | $487K | Buy |
1,516
+813
| +116% | +$299K | 0.07% | 327 |
|
|
2020
Q4 | $237K | Buy |
+703
| New | +$313K | 0.05% | 454 |
|
Other funds holding ZM
VPM
VCM
