Vanguard Personalized Indexing Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
149,192
-40,363
| -21% | -$707K | 0.03% | 471 |
|
|
2025
Q1 | $3.83M | Buy |
189,555
+3,848
| +2% | +$77.8K | 0.06% | 300 |
|
|
2024
Q4 | $3.76M | Buy |
185,707
+13,414
| +8% | +$272K | 0.06% | 296 |
|
|
2024
Q3 | $3.94M | Buy |
172,293
+17,094
| +11% | +$391K | 0.06% | 268 |
|
|
2024
Q2 | $3.03M | Buy |
155,199
+40,080
| +35% | +$782K | 0.06% | 297 |
|
|
2024
Q1 | $2.16M | Buy |
115,119
+38,249
| +50% | +$717K | 0.05% | 374 |
|
|
2023
Q4 | $1.52M | Buy |
76,870
+1,224
| +2% | +$24.2K | 0.04% | 445 |
|
|
2023
Q3 | $1.39M | Buy |
75,646
+14,322
| +23% | +$263K | 0.04% | 418 |
|
|
2023
Q2 | $1.23M | Buy |
61,324
+20,629
| +51% | +$415K | 0.04% | 471 |
|
|
2023
Q1 | $894K | Buy |
40,695
+4,601
| +13% | +$101K | 0.03% | 580 |
|
|
2022
Q4 | $905K | Sell |
36,094
-18,565
| -34% | -$465K | 0.04% | 549 |
|
|
2022
Q3 | $1.25M | Buy |
54,659
+10,415
| +24% | +$239K | 0.06% | 383 |
|
|
2022
Q2 | $1.15M | Buy |
44,244
+23,160
| +110% | +$600K | 0.05% | 398 |
|
|
2022
Q1 | $724K | Buy |
21,084
+3,107
| +17% | +$107K | 0.04% | 634 |
|
|
2021
Q4 | $649K | Buy |
17,977
+5,881
| +49% | +$212K | 0.04% | 592 |
|
|
2021
Q3 | $405K | Buy |
12,096
+2,552
| +27% | +$85.4K | 0.04% | 625 |
|
|
2021
Q2 | $318K | Buy |
9,544
+1,679
| +21% | +$55.9K | 0.03% | 702 |
|
|
2021
Q1 | $250K | Buy |
7,865
+547
| +7% | +$17.4K | 0.04% | 582 |
|
|
2020
Q4 | $221K | Sell |
7,318
-113
| -2% | -$3.41K | 0.05% | 469 |
|
|
2020
Q3 | $202K | Buy |
+7,431
| New | +$202K | 0.06% | 401 |
|