Vanguard Personalized Indexing Management’s Regions Financial RF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.41M | Buy |
207,171
+21,373
| +12% | +$597K | 0.05% | 289 |
|
|
2025
Q4 | $5.04M | Buy |
185,798
+8,966
| +5% | +$229K | 0.05% | 312 |
|
|
2025
Q3 | $4.66M | Buy |
176,832
+3,422
| +2% | +$88.9K | 0.05% | 337 |
|
|
2025
Q2 | $4.08M | Buy |
173,410
+39,113
| +29% | +$828K | 0.05% | 349 |
|
|
2025
Q1 | $2.92M | Buy |
134,297
+8,752
| +7% | +$204K | 0.04% | 373 |
|
|
2024
Q4 | $2.95M | Buy |
125,545
+2,627
| +2% | +$64.9K | 0.04% | 356 |
|
|
2024
Q3 | $2.87M | Buy |
122,918
+10,445
| +9% | +$228K | 0.05% | 350 |
|
|
2024
Q2 | $2.25M | Buy |
112,473
+7,259
| +7% | +$141K | 0.04% | 373 |
|
|
2024
Q1 | $2.21M | Buy |
105,214
+365
| +0.3% | +$6.9K | 0.05% | 366 |
|
|
2023
Q4 | $2.03M | Buy |
104,849
+9,841
| +10% | +$163K | 0.05% | 339 |
|
|
2023
Q3 | $1.63M | Sell |
95,008
-729
| -0.8% | -$13.8K | 0.05% | 367 |
|
|
2023
Q2 | $1.71M | Buy |
95,737
+8,629
| +10% | +$152K | 0.05% | 352 |
|
|
2023
Q1 | $1.62M | Buy |
87,108
+14,226
| +20% | +$310K | 0.06% | 354 |
|
|
2022
Q4 | $1.57M | Buy |
72,882
+990
| +1% | +$21.5K | 0.06% | 337 |
|
|
2022
Q3 | $1.44M | Buy |
71,892
+10,321
| +17% | +$218K | 0.07% | 317 |
|
|
2022
Q2 | $1.15M | Buy |
61,571
+7,996
| +15% | +$165K | 0.05% | 397 |
|
|
2022
Q1 | $1.19M | Buy |
53,575
+7,862
| +17% | +$185K | 0.06% | 355 |
|
|
2021
Q4 | $997K | Buy |
45,713
+8,087
| +21% | +$185K | 0.06% | 392 |
|
|
2021
Q3 | $802K | Sell |
37,626
-6,200
| -14% | -$123K | 0.07% | 299 |
|
|
2021
Q2 | $884K | Buy |
43,826
+24,480
| +127% | +$529K | 0.09% | 246 |
|
|
2021
Q1 | $400K | Buy |
19,346
+7,851
| +68% | +$153K | 0.06% | 394 |
|
|
2020
Q4 | $185K | Buy |
+11,495
| New | +$166K | 0.04% | 516 |
|
Other funds holding RF
VCM
VPM
