Vanguard Personalized Indexing Management’s Itaú Unibanco ITUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$838K	Buy	99,954 +15,657	+19%	+$131K	0.01%	1015
2025 Q4	$604K	Buy	84,297 +12,182	+17%	+$86.6K	0.01%	1156
2025 Q3	$515K	Buy	72,115 +6,608	+10%	+$43.7K	0.01%	1229
2025 Q2	$432K	Buy	65,507 +2,861	+5%	+$17.4K	﹤0.01%	1270
2025 Q1	$335K	Buy	62,646 +2,467	+4%	+$12.4K	﹤0.01%	1298
2024 Q4	$263K	Sell	60,179 -11,938	-17%	-$61.4K	﹤0.01%	1396
2024 Q3	$423K	Buy	72,117 +3,314	+5%	+$18.7K	0.01%	1183
2024 Q2	$355K	Sell	68,803 -6,534	-9%	-$35.8K	0.01%	1196
2024 Q1	$461K	Buy	75,337 +24,528	+48%	+$148K	0.01%	1067
2023 Q4	$312K	Buy	50,809 +9,290	+22%	+$49.2K	0.01%	1207
2023 Q3	$197K	Buy	41,519 +4,814	+13%	+$24K	0.01%	1309
2023 Q2	$191K	Buy	36,705 +5,169	+16%	+$24.4K	0.01%	1338
2023 Q1	$136K	Buy	31,536 +2,822	+10%	+$12K	﹤0.01%	1375
2022 Q4	$119K	Sell	28,714 -993	-3%	-$4.51K	﹤0.01%	1211
2022 Q3	$136K	Buy	29,707 +4,716	+19%	+$20.1K	0.01%	1151
2022 Q2	$94K	Buy	24,991 +2,031	+9%	+$9.02K	﹤0.01%	1201
2022 Q1	$116K	Buy	22,960 +8,010	+54%	+$33.7K	0.01%	1162
2021 Q4	$49K	Sell	14,950 -27,115	-64%	-$97.6K	﹤0.01%	1045
2021 Q3	$161K	Buy	+42,065	New	+$172K	0.01%	942
2021 Q2	–	Sell	-38,806	Closed	-$140K	–	950
2021 Q1	$140K	Sell	38,806 -2,264	-6%	-$8.55K	0.02%	698
2020 Q4	$182K	Sell	41,070 -389	-0.9%	-$1.46K	0.04%	517
2020 Q3	$120K	Buy	41,459 +6,557	+19%	+$22.3K	0.03%	435
2020 Q2	$119K	Buy	34,902 +16,480	+89%	+$53.4K	0.05%	319
2020 Q1	$60K	Buy	+18,422	New	+$94.4K	0.04%	255