Vanguard Group’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
150,396
| – | – | ﹤0.01% | 3695 |
|
|
2025
Q1 | $1.35M | Buy |
150,396
+13,040
| +9% | +$117K | ﹤0.01% | 3619 |
|
|
2024
Q4 | $1.33M | Hold |
137,356
| – | – | ﹤0.01% | 3676 |
|
|
2024
Q3 | $2.18M | Buy |
137,356
+4,111
| +3% | +$65.3K | ﹤0.01% | 3532 |
|
|
2024
Q2 | $1.19M | Hold |
133,245
| – | – | ﹤0.01% | 3733 |
|
|
2024
Q1 | $1.02M | Hold |
133,245
| – | – | ﹤0.01% | 3804 |
|
|
2023
Q4 | $959K | Buy |
133,245
+1,949
| +1% | +$14K | ﹤0.01% | 3840 |
|
|
2023
Q3 | $989K | Hold |
131,296
| – | – | ﹤0.01% | 3833 |
|
|
2023
Q2 | $1.08M | Hold |
131,296
| – | – | ﹤0.01% | 3876 |
|
|
2023
Q1 | $1.23M | Buy |
131,296
+200
| +0.2% | +$1.88K | ﹤0.01% | 3853 |
|
|
2022
Q4 | $1.37M | Buy |
131,096
+164
| +0.1% | +$1.71K | ﹤0.01% | 3800 |
|
|
2022
Q3 | $1.49M | Hold |
130,932
| – | – | ﹤0.01% | 3862 |
|
|
2022
Q2 | $1.96M | Buy |
130,932
+1,047
| +0.8% | +$15.7K | ﹤0.01% | 3816 |
|
|
2022
Q1 | $2.95M | Hold |
129,885
| – | – | ﹤0.01% | 3785 |
|
|
2021
Q4 | $2.14M | Sell |
129,885
-180
| -0.1% | -$2.96K | ﹤0.01% | 4009 |
|
|
2021
Q3 | $1.85M | Hold |
130,065
| – | – | ﹤0.01% | 4085 |
|
|
2021
Q2 | $1.95M | Buy |
130,065
+1,235
| +1% | +$18.5K | ﹤0.01% | 3968 |
|
|
2021
Q1 | $1.95M | Hold |
128,830
| – | – | ﹤0.01% | 3865 |
|
|
2020
Q4 | $1.85M | Sell |
128,830
-2
| -0% | -$29 | ﹤0.01% | 3684 |
|
|
2020
Q3 | $1.95M | Buy |
128,832
+6,133
| +5% | +$93K | ﹤0.01% | 3496 |
|
|
2020
Q2 | $1.82M | Buy |
122,699
+3,881
| +3% | +$57.5K | ﹤0.01% | 3454 |
|
|
2020
Q1 | $1.72M | Buy |
118,818
+3,460
| +3% | +$50K | ﹤0.01% | 3345 |
|
|
2019
Q4 | $2.27M | Buy |
115,358
+306
| +0.3% | +$6.01K | ﹤0.01% | 3418 |
|
|
2019
Q3 | $2.16M | Buy |
115,052
+300
| +0.3% | +$5.63K | ﹤0.01% | 3427 |
|
|
2019
Q2 | $2.16M | Hold |
114,752
| – | – | ﹤0.01% | 3452 |
|
|
2019
Q1 | $2.2M | Sell |
114,752
-352
| -0.3% | -$6.74K | ﹤0.01% | 3418 |
|
|
2018
Q4 | $2.11M | Buy |
115,104
+6,991
| +6% | +$128K | ﹤0.01% | 3355 |
|
|
2018
Q3 | $1.75M | Sell |
108,113
-100
| -0.1% | -$1.62K | ﹤0.01% | 3573 |
|
|
2018
Q2 | $2.07M | Buy |
108,213
+2,160
| +2% | +$41.4K | ﹤0.01% | 3488 |
|
|
2018
Q1 | $1.87M | Buy |
106,053
+3,009
| +3% | +$52.9K | ﹤0.01% | 3482 |
|
|
2017
Q4 | $1.91M | Buy |
103,044
+11,177
| +12% | +$207K | ﹤0.01% | 3434 |
|
|
2017
Q3 | $1.73M | Buy |
91,867
+2,244
| +3% | +$42.2K | ﹤0.01% | 3443 |
|
|
2017
Q2 | $1.39M | Sell |
89,623
-622
| -0.7% | -$9.61K | ﹤0.01% | 3497 |
|
|
2017
Q1 | $1.33M | Buy |
90,245
+1,318
| +1% | +$19.4K | ﹤0.01% | 3509 |
|
|
2016
Q4 | $1.38M | Sell |
88,927
-205
| -0.2% | -$3.18K | ﹤0.01% | 3480 |
|
|
2016
Q3 | $1.3M | Buy |
89,132
+1,013
| +1% | +$14.7K | ﹤0.01% | 3513 |
|
|
2016
Q2 | $1.42M | Buy |
88,119
+1,943
| +2% | +$31.2K | ﹤0.01% | 3497 |
|
|
2016
Q1 | $1.78M | Buy |
86,176
+1,552
| +2% | +$32.1K | ﹤0.01% | 3426 |
|
|
2015
Q4 | $1.62M | Buy |
84,624
+400
| +0.5% | +$7.66K | ﹤0.01% | 3472 |
|
|
2015
Q3 | $1.52M | Buy |
84,224
+2,005
| +2% | +$36.1K | ﹤0.01% | 3491 |
|
|
2015
Q2 | $1.57M | Buy |
82,219
+635
| +0.8% | +$12.1K | ﹤0.01% | 3515 |
|
|
2015
Q1 | $1.55M | Buy |
81,584
+1,100
| +1% | +$20.8K | ﹤0.01% | 3499 |
|
|
2014
Q4 | $1.57M | Buy |
80,484
+1,527
| +2% | +$29.7K | ﹤0.01% | 3370 |
|
|
2014
Q3 | $1.76M | Buy |
78,957
+5,688
| +8% | +$127K | ﹤0.01% | 3314 |
|
|
2014
Q2 | $2.1M | Buy |
73,269
+1,980
| +3% | +$56.6K | ﹤0.01% | 3244 |
|
|
2014
Q1 | $2.09M | Buy |
71,289
+3,202
| +5% | +$93.6K | ﹤0.01% | 3206 |
|
|
2013
Q4 | $1.92M | Buy |
68,087
+1,900
| +3% | +$53.4K | ﹤0.01% | 3199 |
|
|
2013
Q3 | $1.68M | Buy |
66,187
+2,878
| +5% | +$73K | ﹤0.01% | 3202 |
|
|
2013
Q2 | $1.55M | Buy |
+63,309
| New | +$1.55M | ﹤0.01% | 3158 |
|