Vanguard Group’s Westwood Holdings Group WHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $5.96M | Sell |
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|
2024
Q4 | $5.44M | Sell |
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|
2024
Q3 | $5.74M | Hold |
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|
2024
Q2 | $4.93M | Hold |
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|
2024
Q1 | $4.98M | Hold |
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|
2023
Q4 | $5.08M | Hold |
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|
2023
Q3 | $4.1M | Buy |
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|
2023
Q2 | $5.01M | Sell |
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|
2023
Q1 | $4.54M | Buy |
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|
2022
Q4 | $4.24M | Buy |
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|
2022
Q3 | $3.38M | Hold |
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|
2022
Q2 | $4.84M | Hold |
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|
2022
Q1 | $5.37M | Sell |
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|
2021
Q4 | $6.02M | Sell |
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|
2021
Q3 | $6.91M | Buy |
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|
2021
Q2 | $7.37M | Sell |
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|
2021
Q1 | $7.5M | Buy |
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|
2020
Q4 | $7.46M | Sell |
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|
2020
Q3 | $6.16M | Sell |
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|
2020
Q2 | $8.76M | Sell |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $13.6M | Sell |
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|
2019
Q3 | $12.8M | Sell |
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|
2019
Q2 | $20M | Buy |
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|
2019
Q1 | $14.4M | Buy |
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|
2018
Q4 | $12.8M | Buy |
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|
2018
Q3 | $19.4M | Buy |
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|
2018
Q2 | $22.2M | Buy |
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|
2018
Q1 | $20.7M | Sell |
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|
2017
Q4 | $24.4M | Buy |
|
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|
2017
Q3 | $23.9M | Buy |
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|
2017
Q2 | $19M | Buy |
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|
2017
Q1 | $16.8M | Buy |
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|
2016
Q4 | $17M | Buy |
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|
2016
Q3 | $14.3M | Buy |
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|
2016
Q2 | $13.6M | Buy |
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|
2016
Q1 | $15.1M | Buy |
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|
2015
Q4 | $12.5M | Buy |
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|
2015
Q3 | $12.7M | Buy |
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|
2015
Q2 | $13.4M | Buy |
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|
2015
Q1 | $13.2M | Sell |
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|
2014
Q4 | $16.6M | Buy |
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|
2014
Q3 | $14.9M | Buy |
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|
2014
Q2 | $15.1M | Buy |
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|
2014
Q1 | $14M | Buy |
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|
2013
Q4 | $10.1M | Buy |
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|
2013
Q3 | $7.55M | Buy |
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|
2013
Q2 | $6.68M | Buy |
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