Vanguard Personalized Indexing Management’s Helen of Troy HELE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,088
Closed -$252K 1649
2023
Q4
$252K Buy
+2,088
New +$252K 0.01% 1310
2023
Q2
Sell
-3,045
Closed -$290K 1495
2023
Q1
$290K Buy
+3,045
New +$290K 0.01% 1130