Vanguard Personalized Indexing Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,730
| Closed | -$638K | – | 1985 |
|
|
2025
Q1 | $638K | Sell |
6,730
-7,216
| -52% | -$684K | 0.01% | 1004 |
|
|
2024
Q4 | $683K | Sell |
13,946
-3,179
| -19% | -$156K | 0.01% | 959 |
|
|
2024
Q3 | $834K | Buy |
17,125
+4,794
| +39% | +$233K | 0.01% | 854 |
|
|
2024
Q2 | $545K | Buy |
+12,331
| New | +$545K | 0.01% | 990 |
|