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 |
|