Vanguard Personalized Indexing Management’s Cadence Bank CADE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
22,976
+2,500
| +12% | +$80K | 0.01% | 1023 |
|
|
2025
Q1 | $622K | Buy |
20,476
+1,870
| +10% | +$56.8K | 0.01% | 1014 |
|
|
2024
Q4 | $641K | Buy |
18,606
+1,111
| +6% | +$38.3K | 0.01% | 991 |
|
|
2024
Q3 | $557K | Buy |
17,495
+1,012
| +6% | +$32.2K | 0.01% | 1044 |
|
|
2024
Q2 | $437K | Buy |
16,483
+3,545
| +27% | +$94.1K | 0.01% | 1094 |
|
|
2024
Q1 | $375K | Sell |
12,938
-5,034
| -28% | -$146K | 0.01% | 1158 |
|
|
2023
Q4 | $532K | Buy |
+17,972
| New | +$532K | 0.01% | 968 |
|
|
2023
Q2 | – | Sell |
-16,528
| Closed | -$343K | – | 1478 |
|
|
2023
Q1 | $343K | Buy |
+16,528
| New | +$343K | 0.01% | 1048 |
|