Vanguard Personalized Indexing Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $740K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $604K | Buy |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $240K | Buy |
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