Vanguard Personalized Indexing Management’s HEICO Class A HEI.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
6,642
+3,333
| +101% | +$863K | 0.02% | 616 |
|
|
2025
Q1 | $698K | Sell |
3,309
-188
| -5% | -$39.7K | 0.01% | 960 |
|
|
2024
Q4 | $651K | Sell |
3,497
-71
| -2% | -$13.2K | 0.01% | 982 |
|
|
2024
Q3 | $727K | Sell |
3,568
-196
| -5% | -$39.9K | 0.01% | 919 |
|
|
2024
Q2 | $635K | Sell |
3,764
-1
| -0% | -$169 | 0.01% | 922 |
|
|
2024
Q1 | $580K | Sell |
3,765
-542
| -13% | -$83.4K | 0.01% | 940 |
|
|
2023
Q4 | $613K | Sell |
4,307
-591
| -12% | -$84.2K | 0.02% | 891 |
|
|
2023
Q3 | $633K | Buy |
4,898
+113
| +2% | +$14.6K | 0.02% | 780 |
|
|
2023
Q2 | $673K | Buy |
4,785
+69
| +1% | +$9.7K | 0.02% | 759 |
|
|
2023
Q1 | $641K | Sell |
4,716
-490
| -9% | -$66.6K | 0.02% | 751 |
|
|
2022
Q4 | $624K | Sell |
5,206
-564
| -10% | -$67.6K | 0.03% | 717 |
|
|
2022
Q3 | $661K | Buy |
5,770
+905
| +19% | +$104K | 0.03% | 664 |
|
|
2022
Q2 | $513K | Buy |
4,865
+1,571
| +48% | +$166K | 0.02% | 814 |
|
|
2022
Q1 | $418K | Buy |
+3,294
| New | +$418K | 0.02% | 895 |
|