Vanguard Personalized Indexing Management’s Equitable Holdings EQH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
37,533
+3,735
| +11% | +$210K | 0.02% | 551 |
|
|
2025
Q1 | $1.76M | Buy |
33,798
+1,890
| +6% | +$98.4K | 0.03% | 539 |
|
|
2024
Q4 | $1.51M | Buy |
31,908
+617
| +2% | +$29.1K | 0.02% | 580 |
|
|
2024
Q3 | $1.32M | Sell |
31,291
-113
| -0.4% | -$4.75K | 0.02% | 639 |
|
|
2024
Q2 | $1.28M | Buy |
31,404
+3,123
| +11% | +$128K | 0.02% | 570 |
|
|
2024
Q1 | $1.07M | Buy |
28,281
+523
| +2% | +$19.9K | 0.02% | 625 |
|
|
2023
Q4 | $924K | Buy |
27,758
+11,906
| +75% | +$396K | 0.02% | 690 |
|
|
2023
Q3 | $450K | Buy |
15,852
+1,487
| +10% | +$42.2K | 0.01% | 922 |
|
|
2023
Q2 | $390K | Sell |
14,365
-1
| -0% | -$27 | 0.01% | 1008 |
|
|
2023
Q1 | $365K | Sell |
14,366
-30,575
| -68% | -$776K | 0.01% | 1020 |
|
|
2022
Q4 | $1.29M | Sell |
44,941
-689
| -2% | -$19.8K | 0.05% | 408 |
|
|
2022
Q3 | $1.2M | Buy |
45,630
+966
| +2% | +$25.4K | 0.05% | 400 |
|
|
2022
Q2 | $1.16M | Buy |
44,664
+26,879
| +151% | +$701K | 0.05% | 393 |
|
|
2022
Q1 | $550K | Sell |
17,785
-44,837
| -72% | -$1.39M | 0.03% | 792 |
|
|
2021
Q4 | $2.05M | Buy |
62,622
+38,658
| +161% | +$1.27M | 0.12% | 157 |
|
|
2021
Q3 | $710K | Buy |
23,964
+16,235
| +210% | +$481K | 0.06% | 342 |
|
|
2021
Q2 | $235K | Sell |
7,729
-5,953
| -44% | -$181K | 0.02% | 844 |
|
|
2021
Q1 | $446K | Buy |
+13,682
| New | +$446K | 0.07% | 349 |
|
|
2020
Q4 | – | Sell |
-10,768
| Closed | -$196K | – | 562 |
|
|
2020
Q3 | $196K | Buy |
10,768
+395
| +4% | +$7.19K | 0.06% | 409 |
|
|
2020
Q2 | $200K | Buy |
+10,373
| New | +$200K | 0.09% | 293 |
|