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