Vanguard Personalized Indexing Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $889K | Sell |
|
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|
2024
Q3 | $1.1M | Buy |
|
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|
2024
Q2 | $890K | Buy |
|
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|
2024
Q1 | $747K | Sell |
|
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|
2023
Q4 | $909K | Buy |
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|
2023
Q3 | $430K | Buy |
|
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $217K | Buy |
|