Vanguard Personalized Indexing Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
26,421
+4,774
| +22% | +$212K | 0.01% | 803 |
|
|
2025
Q1 | $883K | Buy |
21,647
+1,023
| +5% | +$41.7K | 0.01% | 852 |
|
|
2024
Q4 | $848K | Buy |
20,624
+2,090
| +11% | +$85.9K | 0.01% | 852 |
|
|
2024
Q3 | $681K | Sell |
18,534
-438
| -2% | -$16.1K | 0.01% | 947 |
|
|
2024
Q2 | $624K | Buy |
18,972
+4,117
| +28% | +$135K | 0.01% | 933 |
|
|
2024
Q1 | $537K | Sell |
14,855
-1,994
| -12% | -$72K | 0.01% | 985 |
|
|
2023
Q4 | $571K | Buy |
16,849
+4,570
| +37% | +$155K | 0.01% | 923 |
|
|
2023
Q3 | $416K | Buy |
12,279
+3,270
| +36% | +$111K | 0.01% | 966 |
|
|
2023
Q2 | $323K | Sell |
9,009
-361
| -4% | -$12.9K | 0.01% | 1092 |
|
|
2023
Q1 | $376K | Buy |
9,370
+2,054
| +28% | +$82.5K | 0.01% | 1008 |
|
|
2022
Q4 | $266K | Buy |
7,316
+1,099
| +18% | +$39.9K | 0.01% | 1019 |
|
|
2022
Q3 | $206K | Sell |
6,217
-924
| -13% | -$30.6K | 0.01% | 1104 |
|
|
2022
Q2 | $227K | Buy |
+7,141
| New | +$227K | 0.01% | 1092 |
|