Vanguard Personalized Indexing Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
25,387
-221
| -0.9% | -$12.1K | 0.02% | 709 |
|
|
2025
Q1 | $1.32M | Buy |
25,608
+3,009
| +13% | +$155K | 0.02% | 656 |
|
|
2024
Q4 | $1.25M | Buy |
22,599
+2,889
| +15% | +$160K | 0.02% | 673 |
|
|
2024
Q3 | $919K | Buy |
19,710
+2,085
| +12% | +$97.2K | 0.01% | 805 |
|
|
2024
Q2 | $742K | Buy |
17,625
+1,490
| +9% | +$62.7K | 0.01% | 821 |
|
|
2024
Q1 | $819K | Sell |
16,135
-8,376
| -34% | -$425K | 0.02% | 760 |
|
|
2023
Q4 | $1.24M | Buy |
24,511
+16,124
| +192% | +$818K | 0.03% | 525 |
|
|
2023
Q3 | $338K | Sell |
8,387
-1,359
| -14% | -$54.8K | 0.01% | 1066 |
|
|
2023
Q2 | $368K | Sell |
9,746
-14,844
| -60% | -$560K | 0.01% | 1032 |
|
|
2023
Q1 | $969K | Buy |
24,590
+5,650
| +30% | +$223K | 0.03% | 549 |
|
|
2022
Q4 | $897K | Buy |
18,940
+4,711
| +33% | +$223K | 0.04% | 555 |
|
|
2022
Q3 | $643K | Buy |
14,229
+4,792
| +51% | +$217K | 0.03% | 681 |
|
|
2022
Q2 | $398K | Buy |
9,437
+2,960
| +46% | +$125K | 0.02% | 895 |
|
|
2022
Q1 | $363K | Buy |
+6,477
| New | +$363K | 0.02% | 946 |
|