VPIM
Vanguard Personalized Indexing Management’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9K | Buy |
+10,016
| New | +$27.9K | ﹤0.01% | 1885 |
|
|
2023
Q4 | – | Sell |
-70,732
| Closed | -$75K | – | 1609 |
|
|
2023
Q3 | $75K | Buy |
70,732
+41,449
| +142% | +$43.9K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $41.9K | Sell |
29,283
-41,149
| -58% | -$58.8K | ﹤0.01% | 1433 |
|
|
2023
Q1 | $144K | Buy |
70,432
+14,695
| +26% | +$30K | 0.01% | 1368 |
|
|
2022
Q4 | $108K | Buy |
55,737
+12,385
| +29% | +$24K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $110K | Buy |
43,352
+5,618
| +15% | +$14.3K | 0.01% | 1166 |
|
|
2022
Q2 | $226K | Buy |
37,734
+15,135
| +67% | +$90.6K | 0.01% | 1095 |
|
|
2022
Q1 | $126K | Buy |
22,599
+7,579
| +50% | +$42.3K | 0.01% | 1153 |
|
|
2021
Q4 | $85K | Buy |
+15,020
| New | +$85K | 0.01% | 1033 |
|