Vanguard Personalized Indexing Management’s Hershey HSY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49M Buy
21,021
+4,764
+29% +$791K 0.04% 387
2025
Q1
$2.78M Sell
16,257
-1,741
-10% -$298K 0.04% 390
2024
Q4
$3.05M Buy
17,998
+2,100
+13% +$356K 0.05% 343
2024
Q3
$3.05M Buy
15,898
+593
+4% +$114K 0.05% 334
2024
Q2
$2.78M Buy
15,305
+1,586
+12% +$288K 0.05% 321
2024
Q1
$2.67M Buy
13,719
+126
+0.9% +$24.5K 0.06% 310
2023
Q4
$2.53M Sell
13,593
-1,018
-7% -$190K 0.07% 285
2023
Q3
$2.92M Buy
14,611
+1,142
+8% +$228K 0.09% 224
2023
Q2
$3.36M Buy
13,469
+525
+4% +$131K 0.1% 183
2023
Q1
$3.29M Buy
12,944
+1,717
+15% +$437K 0.11% 167
2022
Q4
$2.6M Buy
11,227
+338
+3% +$78.3K 0.11% 189
2022
Q3
$2.4M Buy
10,889
+1,613
+17% +$356K 0.11% 185
2022
Q2
$2M Buy
9,276
+1,635
+21% +$352K 0.09% 213
2022
Q1
$1.66M Buy
7,641
+1,720
+29% +$373K 0.08% 244
2021
Q4
$1.15M Buy
5,921
+1,948
+49% +$377K 0.07% 323
2021
Q3
$672K Buy
3,973
+1,029
+35% +$174K 0.06% 369
2021
Q2
$513K Sell
2,944
-133
-4% -$23.2K 0.05% 467
2021
Q1
$487K Buy
3,077
+954
+45% +$151K 0.07% 326
2020
Q4
$323K Buy
2,123
+381
+22% +$58K 0.07% 341
2020
Q3
$250K Buy
1,742
+102
+6% +$14.6K 0.07% 339
2020
Q2
$213K Sell
1,640
-687
-30% -$89.2K 0.1% 280
2020
Q1
$308K Buy
+2,327
New +$308K 0.18% 158