Vanguard Personalized Indexing Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
72,883
+4,341
| +6% | +$68.8K | 0.01% | 809 |
|
|
2025
Q1 | $1.16M | Sell |
68,542
-1,243
| -2% | -$21K | 0.02% | 711 |
|
|
2024
Q4 | $1.18M | Buy |
69,785
+320
| +0.5% | +$5.42K | 0.02% | 704 |
|
|
2024
Q3 | $1.26M | Buy |
69,465
+2,811
| +4% | +$51K | 0.02% | 657 |
|
|
2024
Q2 | $1.1M | Buy |
66,654
+929
| +1% | +$15.3K | 0.02% | 635 |
|
|
2024
Q1 | $930K | Sell |
65,725
-11,289
| -15% | -$160K | 0.02% | 697 |
|
|
2023
Q4 | $1.33M | Buy |
77,014
+50,886
| +195% | +$877K | 0.03% | 498 |
|
|
2023
Q3 | $399K | Sell |
26,128
-12,843
| -33% | -$196K | 0.01% | 990 |
|
|
2023
Q2 | $735K | Sell |
38,971
-1,485
| -4% | -$28K | 0.02% | 727 |
|
|
2023
Q1 | $782K | Buy |
40,456
+5,278
| +15% | +$102K | 0.03% | 657 |
|
|
2022
Q4 | $678K | Buy |
+35,178
| New | +$678K | 0.03% | 680 |
|
|
2022
Q2 | – | Sell |
-19,022
| Closed | -$596K | – | 1293 |
|
|
2022
Q1 | $596K | Buy |
19,022
+6,665
| +54% | +$209K | 0.03% | 744 |
|
|
2021
Q4 | $413K | Buy |
12,357
+3,461
| +39% | +$116K | 0.02% | 762 |
|
|
2021
Q3 | $264K | Buy |
+8,896
| New | +$264K | 0.02% | 825 |
|