Vanguard Personalized Indexing Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.64M Buy
483,620
+28,711
+6% +$394K 0.07% 225
2025
Q1
$6.2M Buy
454,909
+62,898
+16% +$857K 0.09% 192
2024
Q4
$4.59M Buy
392,011
+47,192
+14% +$553K 0.07% 235
2024
Q3
$3.51M Buy
344,819
+30,806
+10% +$314K 0.06% 300
2024
Q2
$3.36M Buy
314,013
+16,634
+6% +$178K 0.06% 270
2024
Q1
$3.04M Buy
297,379
+55,470
+23% +$567K 0.07% 271
2023
Q4
$2.08M Sell
241,909
-3,880
-2% -$33.4K 0.05% 334
2023
Q3
$2.09M Buy
245,789
+27,480
+13% +$233K 0.06% 305
2023
Q2
$1.61M Buy
218,309
+25,567
+13% +$188K 0.05% 371
2023
Q1
$1.23M Buy
192,742
+7,077
+4% +$45.2K 0.04% 436
2022
Q4
$1.24M Buy
185,665
+10,840
+6% +$72.3K 0.05% 425
2022
Q3
$787K Sell
174,825
-76,202
-30% -$343K 0.04% 580
2022
Q2
$1.34M Buy
251,027
+20,476
+9% +$109K 0.06% 327
2022
Q1
$1.43M Buy
230,551
+45,866
+25% +$284K 0.07% 284
2021
Q4
$1.01M Buy
184,685
+13,266
+8% +$72.4K 0.06% 385
2021
Q3
$1.02M Buy
171,419
+18,131
+12% +$108K 0.09% 223
2021
Q2
$831K Sell
153,288
-1,703
-1% -$9.23K 0.09% 267
2021
Q1
$834K Sell
154,991
-12,899
-8% -$69.4K 0.13% 176
2020
Q4
$744K Buy
167,890
+72,745
+76% +$322K 0.16% 138
2020
Q3
$382K Buy
95,145
+27,326
+40% +$110K 0.11% 226
2020
Q2
$267K Sell
67,819
-9
-0% -$35 0.12% 216
2020
Q1
$248K Buy
+67,828
New +$248K 0.14% 184