Vanguard Personalized Indexing Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
229,735
+22,129
| +11% | +$229K | 0.03% | 505 |
|
|
2025
Q1 | $2.14M | Buy |
207,606
+22,532
| +12% | +$232K | 0.03% | 476 |
|
|
2024
Q4 | $1.77M | Buy |
185,074
+48,201
| +35% | +$460K | 0.03% | 519 |
|
|
2024
Q3 | $1.45M | Buy |
136,873
+23,576
| +21% | +$249K | 0.02% | 601 |
|
|
2024
Q2 | $936K | Buy |
113,297
+17,138
| +18% | +$142K | 0.02% | 708 |
|
|
2024
Q1 | $816K | Buy |
96,159
+2,420
| +3% | +$20.5K | 0.02% | 764 |
|
|
2023
Q4 | $771K | Buy |
93,739
+5,347
| +6% | +$44K | 0.02% | 779 |
|
|
2023
Q3 | $736K | Buy |
88,392
+9,339
| +12% | +$77.8K | 0.02% | 716 |
|
|
2023
Q2 | $662K | Buy |
79,053
+5,830
| +8% | +$48.9K | 0.02% | 767 |
|
|
2023
Q1 | $598K | Buy |
73,223
+2,183
| +3% | +$17.8K | 0.02% | 782 |
|
|
2022
Q4 | $568K | Buy |
71,040
+10,119
| +17% | +$81K | 0.02% | 755 |
|
|
2022
Q3 | $371K | Buy |
+60,921
| New | +$371K | 0.02% | 891 |
|