Vanguard Personalized Indexing Management’s HealthStream HSTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,885
Closed -$318K 1987
2025
Q1
$318K Buy
9,885
+230
+2% +$7.4K ﹤0.01% 1315
2024
Q4
$307K Buy
9,655
+336
+4% +$10.7K ﹤0.01% 1323
2024
Q3
$269K Buy
+9,319
New +$269K ﹤0.01% 1394