Vanguard Personalized Indexing Management’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $365K | Sell |
|
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $2.05M | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $235K | Sell |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $196K | Buy |
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|
2020
Q2 | $200K | Buy |
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