Vanguard Personalized Indexing Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
10,639
+2,263
| +27% | +$237K | 0.01% | 825 |
|
|
2025
Q1 | $740K | Buy |
8,376
+397
| +5% | +$35.1K | 0.01% | 931 |
|
|
2024
Q4 | $766K | Buy |
7,979
+482
| +6% | +$46.2K | 0.01% | 910 |
|
|
2024
Q3 | $614K | Sell |
7,497
-233
| -3% | -$19.1K | 0.01% | 1006 |
|
|
2024
Q2 | $666K | Buy |
7,730
+626
| +9% | +$54K | 0.01% | 883 |
|
|
2024
Q1 | $580K | Sell |
7,104
-1,794
| -20% | -$146K | 0.01% | 938 |
|
|
2023
Q4 | $590K | Buy |
8,898
+631
| +8% | +$41.8K | 0.02% | 908 |
|
|
2023
Q3 | $604K | Buy |
8,267
+477
| +6% | +$34.8K | 0.02% | 800 |
|
|
2023
Q2 | $492K | Sell |
7,790
-734
| -9% | -$46.3K | 0.02% | 903 |
|
|
2023
Q1 | $500K | Buy |
8,524
+5,060
| +146% | +$297K | 0.02% | 869 |
|
|
2022
Q4 | $214K | Buy |
+3,464
| New | +$214K | 0.01% | 1124 |
|
|
2021
Q3 | – | Sell |
-2,977
| Closed | -$240K | – | 1014 |
|
|
2021
Q2 | $240K | Buy |
+2,977
| New | +$240K | 0.03% | 830 |
|