Vanguard Personalized Indexing Management’s Healthcare Realty HR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	77,328 +2,519	+3%	+$44.2K	0.01%	799
2025 Q4	$1.27M	Sell	74,809 -3,298	-4%	-$58.7K	0.01%	803
2025 Q3	$1.41M	Buy	78,107 +5,224	+7%	+$88.3K	0.01%	739
2025 Q2	$1.16M	Buy	72,883 +4,341	+6%	+$66K	0.01%	809
2025 Q1	$1.16M	Sell	68,542 -1,243	-2%	-$20.7K	0.02%	711
2024 Q4	$1.18M	Buy	69,785 +320	+0.5%	+$5.63K	0.02%	704
2024 Q3	$1.26M	Buy	69,465 +2,811	+4%	+$49.8K	0.02%	657
2024 Q2	$1.1M	Buy	66,654 +929	+1%	+$14.2K	0.02%	635
2024 Q1	$930K	Sell	65,725 -11,289	-15%	-$170K	0.02%	697
2023 Q4	$1.33M	Buy	77,014 +50,886	+195%	+$777K	0.03%	498
2023 Q3	$399K	Sell	26,128 -12,843	-33%	-$228K	0.01%	990
2023 Q2	$735K	Sell	38,971 -1,485	-4%	-$28.7K	0.02%	727
2023 Q1	$782K	Buy	40,456 +5,278	+15%	+$106K	0.03%	657
2022 Q4	$678K	Buy	+35,178	New	+$691K	0.03%	680
2022 Q2	–	Sell	-19,022	Closed	-$596K	–	1293
2022 Q1	$596K	Buy	19,022 +6,665	+54%	+$210K	0.03%	744
2021 Q4	$413K	Buy	12,357 +3,461	+39%	+$116K	0.02%	762
2021 Q3	$264K	Buy	+8,896	New	+$259K	0.02%	825