Vanguard Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8M | Buy |
1,725,256
+30,021
| +2% | +$902K | ﹤0.01% | 2099 |
|
|
2025
Q1 | $48.1M | Buy |
1,695,235
+69,462
| +4% | +$1.97M | ﹤0.01% | 2104 |
|
|
2024
Q4 | $48M | Sell |
1,625,773
-30,329
| -2% | -$895K | ﹤0.01% | 2174 |
|
|
2024
Q3 | $46.6M | Buy |
1,656,102
+84,299
| +5% | +$2.37M | ﹤0.01% | 2211 |
|
|
2024
Q2 | $35.9M | Buy |
1,571,803
+590
| +0% | +$13.5K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $32.7M | Buy |
1,571,213
+19,307
| +1% | +$402K | ﹤0.01% | 2355 |
|
|
2023
Q4 | $34.2M | Buy |
1,551,906
+56,789
| +4% | +$1.25M | ﹤0.01% | 2352 |
|
|
2023
Q3 | $26M | Sell |
1,495,117
-64,629
| -4% | -$1.12M | ﹤0.01% | 2445 |
|
|
2023
Q2 | $28.2M | Buy |
1,559,746
+2,819
| +0.2% | +$51K | ﹤0.01% | 2442 |
|
|
2023
Q1 | $37M | Buy |
1,556,927
+40,292
| +3% | +$957K | ﹤0.01% | 2311 |
|
|
2022
Q4 | $39.6M | Buy |
1,516,635
+32,564
| +2% | +$851K | ﹤0.01% | 2300 |
|
|
2022
Q3 | $34.8M | Sell |
1,484,071
-44,032
| -3% | -$1.03M | ﹤0.01% | 2356 |
|
|
2022
Q2 | $38.9M | Buy |
1,528,103
+10,289
| +0.7% | +$262K | ﹤0.01% | 2315 |
|
|
2022
Q1 | $40.6M | Buy |
1,517,814
+30,579
| +2% | +$818K | ﹤0.01% | 2406 |
|
|
2021
Q4 | $44.5M | Buy |
1,487,235
+108,735
| +8% | +$3.25M | ﹤0.01% | 2415 |
|
|
2021
Q3 | $37.8M | Sell |
1,378,500
-87,382
| -6% | -$2.39M | ﹤0.01% | 2514 |
|
|
2021
Q2 | $38.7M | Sell |
1,465,882
-4,831
| -0.3% | -$127K | ﹤0.01% | 2505 |
|
|
2021
Q1 | $42M | Buy |
1,470,713
+27,939
| +2% | +$799K | ﹤0.01% | 2412 |
|
|
2020
Q4 | $29.7M | Sell |
1,442,774
-37,228
| -3% | -$766K | ﹤0.01% | 2454 |
|
|
2020
Q3 | $21.3M | Buy |
1,480,002
+11,153
| +0.8% | +$160K | ﹤0.01% | 2431 |
|
|
2020
Q2 | $23.7M | Buy |
1,468,849
+19,315
| +1% | +$312K | ﹤0.01% | 2339 |
|
|
2020
Q1 | $23.7M | Buy |
1,449,534
+15,980
| +1% | +$261K | ﹤0.01% | 2203 |
|
|
2019
Q4 | $38.4M | Buy |
1,433,554
+14,785
| +1% | +$396K | ﹤0.01% | 2226 |
|
|
2019
Q3 | $36.2M | Buy |
1,418,769
+33,926
| +2% | +$865K | ﹤0.01% | 2221 |
|
|
2019
Q2 | $36.4M | Sell |
1,384,843
-35,968
| -3% | -$945K | ﹤0.01% | 2263 |
|
|
2019
Q1 | $34.8M | Buy |
1,420,811
+95,215
| +7% | +$2.33M | ﹤0.01% | 2267 |
|
|
2018
Q4 | $28.6M | Buy |
1,325,596
+19,830
| +2% | +$428K | ﹤0.01% | 2285 |
|
|
2018
Q3 | $34.5M | Buy |
1,305,766
+44,447
| +4% | +$1.18M | ﹤0.01% | 2308 |
|
|
2018
Q2 | $34.7M | Sell |
1,261,319
-17,898
| -1% | -$492K | ﹤0.01% | 2317 |
|
|
2018
Q1 | $35.4M | Buy |
1,279,217
+78,278
| +7% | +$2.17M | ﹤0.01% | 2245 |
|
|
2017
Q4 | $33.7M | Buy |
1,200,939
+57,170
| +5% | +$1.6M | ﹤0.01% | 2267 |
|
|
2017
Q3 | $36.6M | Buy |
1,143,769
+66,875
| +6% | +$2.14M | ﹤0.01% | 2202 |
|
|
2017
Q2 | $32.3M | Buy |
1,076,894
+13,056
| +1% | +$391K | ﹤0.01% | 2241 |
|
|
2017
Q1 | $27.6M | Buy |
1,063,838
+82,471
| +8% | +$2.14M | ﹤0.01% | 2299 |
|
|
2016
Q4 | $30.3M | Buy |
981,367
+84,374
| +9% | +$2.61M | ﹤0.01% | 2214 |
|
|
2016
Q3 | $21M | Buy |
896,993
+334,452
| +59% | +$7.81M | ﹤0.01% | 2344 |
|
|
2016
Q2 | $11.8M | Sell |
562,541
-47,752
| -8% | -$1M | ﹤0.01% | 2573 |
|
|
2016
Q1 | $11.9M | Buy |
610,293
+44,142
| +8% | +$861K | ﹤0.01% | 2517 |
|
|
2015
Q4 | $11.8M | Buy |
566,151
+23,250
| +4% | +$485K | ﹤0.01% | 2548 |
|
|
2015
Q3 | $10.4M | Buy |
542,901
+15,130
| +3% | +$291K | ﹤0.01% | 2586 |
|
|
2015
Q2 | $10.7M | Buy |
527,771
+16,396
| +3% | +$334K | ﹤0.01% | 2642 |
|
|
2015
Q1 | $10.1M | Buy |
511,375
+13,572
| +3% | +$269K | ﹤0.01% | 2639 |
|
|
2014
Q4 | $10.1M | Buy |
497,803
+9,063
| +2% | +$183K | ﹤0.01% | 2536 |
|
|
2014
Q3 | $9.16M | Buy |
488,740
+7,733
| +2% | +$145K | ﹤0.01% | 2538 |
|
|
2014
Q2 | $9.96M | Buy |
481,007
+527
| +0.1% | +$10.9K | ﹤0.01% | 2504 |
|
|
2014
Q1 | $9.86M | Buy |
480,480
+12,109
| +3% | +$248K | ﹤0.01% | 2492 |
|
|
2013
Q4 | $9.69M | Buy |
468,371
+10,339
| +2% | +$214K | ﹤0.01% | 2478 |
|
|
2013
Q3 | $8.63M | Buy |
458,032
+4,762
| +1% | +$89.8K | ﹤0.01% | 2465 |
|
|
2013
Q2 | $8.64M | Buy |
+453,270
| New | +$8.64M | ﹤0.01% | 2394 |
|