Vanguard Personalized Indexing Management’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Sell	26,107 -248	-0.9%	-$17K	0.02%	642
2025 Q4	$1.66M	Buy	26,355 +598	+2%	+$35.5K	0.02%	677
2025 Q3	$1.53M	Buy	25,757 +370	+1%	+$22K	0.02%	701
2025 Q2	$1.39M	Sell	25,387 -221	-0.9%	-$11K	0.02%	709
2025 Q1	$1.32M	Buy	25,608 +3,009	+13%	+$167K	0.02%	656
2024 Q4	$1.25M	Buy	22,599 +2,889	+15%	+$159K	0.02%	673
2024 Q3	$919K	Buy	19,710 +2,085	+12%	+$95.7K	0.01%	805
2024 Q2	$742K	Buy	17,625 +1,490	+9%	+$66.3K	0.01%	821
2024 Q1	$819K	Sell	16,135 -8,376	-34%	-$410K	0.02%	760
2023 Q4	$1.24M	Buy	24,511 +16,124	+192%	+$697K	0.03%	525
2023 Q3	$338K	Sell	8,387 -1,359	-14%	-$57.8K	0.01%	1066
2023 Q2	$368K	Sell	9,746 -14,844	-60%	-$548K	0.01%	1032
2023 Q1	$969K	Buy	24,590 +5,650	+30%	+$271K	0.03%	549
2022 Q4	$897K	Buy	18,940 +4,711	+33%	+$236K	0.04%	555
2022 Q3	$643K	Buy	14,229 +4,792	+51%	+$222K	0.03%	681
2022 Q2	$398K	Buy	9,437 +2,960	+46%	+$143K	0.02%	895
2022 Q1	$363K	Buy	+6,477	New	+$385K	0.02%	946