Vanguard Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $891M | Sell |
8,502,706
-319,132
| -4% | -$33.4M | 0.01% | 729 |
|
2025
Q1 | $780M | Sell |
8,821,838
-154,253
| -2% | -$13.6M | 0.01% | 760 |
|
2024
Q4 | $861M | Buy |
8,976,091
+99,624
| +1% | +$9.56M | 0.02% | 742 |
|
2024
Q3 | $727M | Buy |
8,876,467
+50,963
| +0.6% | +$4.17M | 0.01% | 820 |
|
2024
Q2 | $761M | Buy |
8,825,504
+56,872
| +0.6% | +$4.9M | 0.01% | 759 |
|
2024
Q1 | $716M | Buy |
8,768,632
+149,133
| +2% | +$12.2M | 0.01% | 803 |
|
2023
Q4 | $571M | Buy |
8,619,499
+104,084
| +1% | +$6.9M | 0.01% | 893 |
|
2023
Q3 | $622M | Buy |
8,515,415
+17,759
| +0.2% | +$1.3M | 0.02% | 791 |
|
2023
Q2 | $537M | Buy |
8,497,656
+42,300
| +0.5% | +$2.67M | 0.01% | 883 |
|
2023
Q1 | $496M | Buy |
8,455,356
+135,611
| +2% | +$7.96M | 0.01% | 911 |
|
2022
Q4 | $513M | Buy |
8,319,745
+145,856
| +2% | +$8.99M | 0.01% | 869 |
|
2022
Q3 | $549M | Buy |
8,173,889
+31,009
| +0.4% | +$2.08M | 0.02% | 781 |
|
2022
Q2 | $500M | Buy |
8,142,880
+144,552
| +2% | +$8.87M | 0.01% | 861 |
|
2022
Q1 | $539M | Sell |
7,998,328
-25,496
| -0.3% | -$1.72M | 0.01% | 913 |
|
2021
Q4 | $355M | Buy |
8,023,824
+6,363
| +0.1% | +$281K | 0.01% | 1224 |
|
2021
Q3 | $519M | Buy |
8,017,461
+10,503
| +0.1% | +$680K | 0.01% | 954 |
|
2021
Q2 | $644M | Buy |
8,006,958
+109,140
| +1% | +$8.78M | 0.02% | 833 |
|
2021
Q1 | $537M | Buy |
7,897,818
+665,850
| +9% | +$45.3M | 0.01% | 910 |
|
2020
Q4 | $504M | Buy |
7,231,968
+212,163
| +3% | +$14.8M | 0.01% | 874 |
|
2020
Q3 | $361M | Buy |
7,019,805
+419,412
| +6% | +$21.5M | 0.01% | 928 |
|
2020
Q2 | $387M | Sell |
6,600,393
-221,826
| -3% | -$13M | 0.01% | 882 |
|
2020
Q1 | $345M | Buy |
6,822,219
+162,445
| +2% | +$8.22M | 0.01% | 837 |
|
2019
Q4 | $493M | Buy |
6,659,774
+37,777
| +0.6% | +$2.8M | 0.02% | 822 |
|
2019
Q3 | $378M | Buy |
6,621,997
+975,702
| +17% | +$55.8M | 0.01% | 942 |
|
2019
Q2 | $369M | Buy |
5,646,295
+138,020
| +3% | +$9.03M | 0.01% | 974 |
|
2019
Q1 | $408M | Buy |
5,508,275
+73,538
| +1% | +$5.44M | 0.02% | 891 |
|
2018
Q4 | $324M | Buy |
5,434,737
+144,657
| +3% | +$8.63M | 0.01% | 935 |
|
2018
Q3 | $499M | Sell |
5,290,080
-100,825
| -2% | -$9.52M | 0.02% | 802 |
|
2018
Q2 | $405M | Buy |
5,390,905
+473,148
| +10% | +$35.5M | 0.02% | 893 |
|
2018
Q1 | $298M | Buy |
4,917,757
+169,462
| +4% | +$10.3M | 0.01% | 1035 |
|
2017
Q4 | $222M | Buy |
4,748,295
+98,484
| +2% | +$4.6M | 0.01% | 1243 |
|
2017
Q3 | $235M | Buy |
4,649,811
+412,513
| +10% | +$20.9M | 0.01% | 1146 |
|
2017
Q2 | $211M | Buy |
4,237,298
+122,061
| +3% | +$6.08M | 0.01% | 1199 |
|
2017
Q1 | $175M | Buy |
4,115,237
+240,136
| +6% | +$10.2M | 0.01% | 1311 |
|
2016
Q4 | $157M | Buy |
3,875,101
+444,323
| +13% | +$18M | 0.01% | 1337 |
|
2016
Q3 | $130M | Buy |
3,430,778
+279,950
| +9% | +$10.6M | 0.01% | 1409 |
|
2016
Q2 | $95.7M | Buy |
3,150,828
+656,849
| +26% | +$20M | 0.01% | 1545 |
|
2016
Q1 | $61.5M | Sell |
2,493,979
-108,818
| -4% | -$2.68M | ﹤0.01% | 1766 |
|
2015
Q4 | $65.3M | Buy |
2,602,797
+219,490
| +9% | +$5.5M | ﹤0.01% | 1756 |
|
2015
Q3 | $70.4M | Buy |
2,383,307
+212,991
| +10% | +$6.29M | 0.01% | 1676 |
|
2015
Q2 | $69.6M | Buy |
2,170,316
+818,667
| +61% | +$26.2M | ﹤0.01% | 1756 |
|
2015
Q1 | $33.8M | Buy |
1,351,649
+898,984
| +199% | +$22.5M | ﹤0.01% | 2107 |
|
2014
Q4 | $11.5M | Buy |
452,665
+389,839
| +621% | +$9.92M | ﹤0.01% | 2483 |
|
2014
Q3 | $1.15M | Buy |
+62,826
| New | +$1.15M | ﹤0.01% | 3462 |
|