Vanguard Personalized Indexing Management’s Helix Energy Solutions HLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$106K	Buy	+10,684	New	+$90.9K	﹤0.01%	1943
2025 Q4	–	Sell	-11,284	Closed	-$74K	–	2014
2025 Q3	$74K	Sell	11,284 -580	-5%	-$3.65K	﹤0.01%	1859
2025 Q2	$74K	Sell	11,864 -2,127	-15%	-$14.1K	﹤0.01%	1775
2025 Q1	$116K	Buy	13,991 +1,810	+15%	+$15.2K	﹤0.01%	1593
2024 Q4	$114K	Buy	12,181 +514	+4%	+$5.17K	﹤0.01%	1605
2024 Q3	$130K	Buy	+11,667	New	+$128K	﹤0.01%	1583
2024 Q2	–	Sell	-10,248	Closed	-$111K	–	1719
2024 Q1	$111K	Buy	+10,248	New	+$99.7K	﹤0.01%	1514
2023 Q4	–	Sell	-10,437	Closed	-$117K	–	1598
2023 Q3	$117K	Buy	+10,437	New	+$101K	﹤0.01%	1363