Vanguard Personalized Indexing Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
5,611
+133
| +2% | +$43.7K | 0.02% | 595 |
|
|
2025
Q1 | $1.46M | Buy |
5,478
+747
| +16% | +$200K | 0.02% | 611 |
|
|
2024
Q4 | $1.12M | Buy |
4,731
+245
| +5% | +$58.2K | 0.02% | 724 |
|
|
2024
Q3 | $1.17M | Buy |
4,486
+200
| +5% | +$52.3K | 0.02% | 692 |
|
|
2024
Q2 | $921K | Buy |
4,286
+742
| +21% | +$159K | 0.02% | 714 |
|
|
2024
Q1 | $677K | Sell |
3,544
-31
| -0.9% | -$5.92K | 0.01% | 857 |
|
|
2023
Q4 | $639K | Sell |
3,575
-589
| -14% | -$105K | 0.02% | 870 |
|
|
2023
Q3 | $674K | Buy |
4,164
+106
| +3% | +$17.2K | 0.02% | 753 |
|
|
2023
Q2 | $718K | Sell |
4,058
-480
| -11% | -$84.9K | 0.02% | 738 |
|
|
2023
Q1 | $776K | Sell |
4,538
-70
| -2% | -$12K | 0.03% | 661 |
|
|
2022
Q4 | $708K | Buy |
4,608
+501
| +12% | +$77K | 0.03% | 660 |
|
|
2022
Q3 | $591K | Buy |
4,107
+429
| +12% | +$61.7K | 0.03% | 718 |
|
|
2022
Q2 | $482K | Buy |
3,678
+1,200
| +48% | +$157K | 0.02% | 837 |
|
|
2022
Q1 | $380K | Sell |
2,478
-4,498
| -64% | -$690K | 0.02% | 929 |
|
|
2021
Q4 | $1.01M | Buy |
+6,976
| New | +$1.01M | 0.06% | 387 |
|
|
2021
Q3 | – | Sell |
-1,803
| Closed | -$251K | – | 1011 |
|
|
2021
Q2 | $251K | Buy |
+1,803
| New | +$251K | 0.03% | 809 |
|