Vanguard Personalized Indexing Management’s Regions Financial RF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.08M | Buy |
173,410
+39,113
| +29% | +$920K | 0.05% | 349 |
|
2025
Q1 | $2.92M | Buy |
134,297
+8,752
| +7% | +$190K | 0.04% | 373 |
|
2024
Q4 | $2.95M | Buy |
125,545
+2,627
| +2% | +$61.8K | 0.04% | 356 |
|
2024
Q3 | $2.87M | Buy |
122,918
+10,445
| +9% | +$244K | 0.05% | 350 |
|
2024
Q2 | $2.25M | Buy |
112,473
+7,259
| +7% | +$145K | 0.04% | 373 |
|
2024
Q1 | $2.21M | Buy |
105,214
+365
| +0.3% | +$7.68K | 0.05% | 366 |
|
2023
Q4 | $2.03M | Buy |
104,849
+9,841
| +10% | +$191K | 0.05% | 339 |
|
2023
Q3 | $1.63M | Sell |
95,008
-729
| -0.8% | -$12.5K | 0.05% | 367 |
|
2023
Q2 | $1.71M | Buy |
95,737
+8,629
| +10% | +$154K | 0.05% | 352 |
|
2023
Q1 | $1.62M | Buy |
87,108
+14,226
| +20% | +$264K | 0.06% | 354 |
|
2022
Q4 | $1.57M | Buy |
72,882
+990
| +1% | +$21.3K | 0.06% | 337 |
|
2022
Q3 | $1.44M | Buy |
71,892
+10,321
| +17% | +$207K | 0.07% | 317 |
|
2022
Q2 | $1.15M | Buy |
61,571
+7,996
| +15% | +$150K | 0.05% | 397 |
|
2022
Q1 | $1.19M | Buy |
53,575
+7,862
| +17% | +$175K | 0.06% | 355 |
|
2021
Q4 | $997K | Buy |
45,713
+8,087
| +21% | +$176K | 0.06% | 392 |
|
2021
Q3 | $802K | Sell |
37,626
-6,200
| -14% | -$132K | 0.07% | 299 |
|
2021
Q2 | $884K | Buy |
43,826
+24,480
| +127% | +$494K | 0.09% | 246 |
|
2021
Q1 | $400K | Buy |
19,346
+7,851
| +68% | +$162K | 0.06% | 394 |
|
2020
Q4 | $185K | Buy |
+11,495
| New | +$185K | 0.04% | 516 |
|