Vanguard Personalized Indexing Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
7,036
+225
| +3% | +$125K | 0.04% | 355 |
|
|
2025
Q1 | $3.89M | Buy |
6,811
+1,146
| +20% | +$655K | 0.06% | 296 |
|
|
2024
Q4 | $3.95M | Buy |
5,665
+359
| +7% | +$250K | 0.06% | 284 |
|
|
2024
Q3 | $2.82M | Sell |
5,306
-107
| -2% | -$56.9K | 0.05% | 358 |
|
|
2024
Q2 | $3.19M | Buy |
5,413
+620
| +13% | +$366K | 0.06% | 284 |
|
|
2024
Q1 | $3M | Buy |
4,793
+301
| +7% | +$189K | 0.06% | 274 |
|
|
2023
Q4 | $2.61M | Buy |
4,492
+125
| +3% | +$72.6K | 0.07% | 277 |
|
|
2023
Q3 | $2.15M | Buy |
4,367
+34
| +0.8% | +$16.7K | 0.06% | 296 |
|
|
2023
Q2 | $2.31M | Buy |
4,333
+231
| +6% | +$123K | 0.07% | 274 |
|
|
2023
Q1 | $1.76M | Sell |
4,102
-755
| -16% | -$324K | 0.06% | 331 |
|
|
2022
Q4 | $1.4M | Buy |
4,857
+1,716
| +55% | +$496K | 0.06% | 383 |
|
|
2022
Q3 | $848K | Buy |
3,141
+767
| +32% | +$207K | 0.04% | 546 |
|
|
2022
Q2 | $714K | Buy |
2,374
+320
| +16% | +$96.2K | 0.03% | 632 |
|
|
2022
Q1 | $976K | Buy |
2,054
+154
| +8% | +$73.2K | 0.05% | 460 |
|
|
2021
Q4 | $1.25M | Buy |
1,900
+507
| +36% | +$334K | 0.07% | 291 |
|
|
2021
Q3 | $942K | Buy |
1,393
+105
| +8% | +$71K | 0.08% | 243 |
|
|
2021
Q2 | $751K | Sell |
1,288
-111
| -8% | -$64.7K | 0.08% | 317 |
|
|
2021
Q1 | $635K | Buy |
1,399
+392
| +39% | +$178K | 0.1% | 249 |
|
|
2020
Q4 | $399K | Buy |
1,007
+19
| +2% | +$7.53K | 0.09% | 267 |
|
|
2020
Q3 | $289K | Sell |
988
-17
| -2% | -$4.97K | 0.08% | 300 |
|
|
2020
Q2 | $225K | Buy |
+1,005
| New | +$225K | 0.1% | 265 |
|