Vanguard Personalized Indexing Management’s Hancock Whitney HWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
13,518
+673
| +5% | +$38.6K | 0.01% | 1003 |
|
|
2025
Q1 | $674K | Buy |
12,845
+816
| +7% | +$42.8K | 0.01% | 976 |
|
|
2024
Q4 | $658K | Buy |
12,029
+636
| +6% | +$34.8K | 0.01% | 979 |
|
|
2024
Q3 | $583K | Buy |
11,393
+516
| +5% | +$26.4K | 0.01% | 1026 |
|
|
2024
Q2 | $520K | Buy |
10,877
+1,699
| +19% | +$81.3K | 0.01% | 1015 |
|
|
2024
Q1 | $423K | Sell |
9,178
-2,444
| -21% | -$113K | 0.01% | 1100 |
|
|
2023
Q4 | $565K | Sell |
11,622
-12,494
| -52% | -$607K | 0.01% | 932 |
|
|
2023
Q3 | $892K | Sell |
24,116
-2,423
| -9% | -$89.6K | 0.03% | 619 |
|
|
2023
Q2 | $1.02M | Buy |
26,539
+7,933
| +43% | +$304K | 0.03% | 558 |
|
|
2023
Q1 | $677K | Buy |
+18,606
| New | +$677K | 0.02% | 719 |
|