Vanguard Personalized Indexing Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
8,940
+1,408
| +19% | +$253K | 0.02% | 650 |
|
|
2025
Q1 | $1.22M | Buy |
7,532
+270
| +4% | +$43.6K | 0.02% | 690 |
|
|
2024
Q4 | $1.26M | Buy |
7,262
+160
| +2% | +$27.8K | 0.02% | 667 |
|
|
2024
Q3 | $1.12M | Buy |
7,102
+179
| +3% | +$28.3K | 0.02% | 711 |
|
|
2024
Q2 | $932K | Buy |
6,923
+1,520
| +28% | +$205K | 0.02% | 709 |
|
|
2024
Q1 | $693K | Sell |
5,403
-549
| -9% | -$70.4K | 0.01% | 849 |
|
|
2023
Q4 | $714K | Buy |
5,952
+753
| +14% | +$90.3K | 0.02% | 816 |
|
|
2023
Q3 | $557K | Buy |
5,199
+23
| +0.4% | +$2.46K | 0.02% | 833 |
|
|
2023
Q2 | $509K | Buy |
5,176
+358
| +7% | +$35.2K | 0.02% | 885 |
|
|
2023
Q1 | $422K | Buy |
4,818
+673
| +16% | +$58.9K | 0.01% | 957 |
|
|
2022
Q4 | $361K | Buy |
+4,145
| New | +$361K | 0.01% | 908 |
|