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