Vanguard Personalized Indexing Management’s First Horizon FHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
90,629
+14,107
+18% +$299K 0.02% 585
2025
Q1
$1.49M Buy
76,522
+1,472
+2% +$28.6K 0.02% 598
2024
Q4
$1.51M Sell
75,050
-166
-0.2% -$3.34K 0.02% 579
2024
Q3
$1.17M Buy
75,216
+1,820
+2% +$28.3K 0.02% 696
2024
Q2
$1.12M Buy
73,396
+7,436
+11% +$113K 0.02% 627
2024
Q1
$1.02M Buy
65,960
+1,863
+3% +$28.7K 0.02% 650
2023
Q4
$908K Sell
64,097
-14,802
-19% -$210K 0.02% 705
2023
Q3
$869K Sell
78,899
-14,735
-16% -$162K 0.03% 634
2023
Q2
$1.06M Buy
93,634
+47,640
+104% +$537K 0.03% 546
2023
Q1
$818K Buy
45,994
+6,008
+15% +$107K 0.03% 631
2022
Q4
$980K Buy
39,986
+3,977
+11% +$97.4K 0.04% 509
2022
Q3
$825K Buy
36,009
+801
+2% +$18.4K 0.04% 560
2022
Q2
$770K Sell
35,208
-9,710
-22% -$212K 0.04% 590
2022
Q1
$1.06M Buy
44,918
+23,702
+112% +$557K 0.05% 424
2021
Q4
$346K Buy
21,216
+8,160
+63% +$133K 0.02% 824
2021
Q3
$213K Sell
13,056
-4,096
-24% -$66.8K 0.02% 912
2021
Q2
$296K Buy
17,152
+5,230
+44% +$90.3K 0.03% 733
2021
Q1
$202K Buy
+11,922
New +$202K 0.03% 674