Vanguard Personalized Indexing Management’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $566K | Buy |
10,524
+1,920
| +22% | +$103K | 0.01% | 1146 |
|
2025
Q1 | $499K | Buy |
8,604
+1,002
| +13% | +$58.1K | 0.01% | 1113 |
|
2024
Q4 | $365K | Sell |
7,602
-21
| -0.3% | -$1.01K | 0.01% | 1255 |
|
2024
Q3 | $343K | Sell |
7,623
-1,697
| -18% | -$76.4K | 0.01% | 1281 |
|
2024
Q2 | $404K | Sell |
9,320
-629
| -6% | -$27.3K | 0.01% | 1132 |
|
2024
Q1 | $513K | Sell |
9,949
-5,130
| -34% | -$264K | 0.01% | 1009 |
|
2023
Q4 | $798K | Buy |
15,079
+6,355
| +73% | +$336K | 0.02% | 767 |
|
2023
Q3 | $427K | Buy |
8,724
+403
| +5% | +$19.7K | 0.01% | 954 |
|
2023
Q2 | $394K | Buy |
8,321
+1,938
| +30% | +$91.8K | 0.01% | 1005 |
|
2023
Q1 | $282K | Buy |
6,383
+358
| +6% | +$15.8K | 0.01% | 1142 |
|
2022
Q4 | $309K | Buy |
6,025
+343
| +6% | +$17.6K | 0.01% | 969 |
|
2022
Q3 | $247K | Buy |
5,682
+189
| +3% | +$8.22K | 0.01% | 1023 |
|
2022
Q2 | $225K | Buy |
+5,493
| New | +$225K | 0.01% | 1098 |
|
2021
Q2 | – | Sell |
-4,728
| Closed | -$209K | – | 908 |
|
2021
Q1 | $209K | Buy |
+4,728
| New | +$209K | 0.03% | 660 |
|