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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.97M	Sell	469,765 -36,389	-7%	-$648K	0.08%	220
2025 Q4	$8.03M	Sell	506,154 -2,889	-0.6%	-$44.7K	0.08%	208
2025 Q3	$8.11M	Buy	509,043 +25,423	+5%	+$376K	0.08%	202
2025 Q2	$6.64M	Buy	483,620 +28,711	+6%	+$371K	0.07%	225
2025 Q1	$6.2M	Buy	454,909 +62,898	+16%	+$810K	0.09%	192
2024 Q4	$4.59M	Buy	392,011 +47,192	+14%	+$531K	0.07%	235
2024 Q3	$3.51M	Buy	344,819 +30,806	+10%	+$325K	0.06%	300
2024 Q2	$3.36M	Buy	314,013 +16,634	+6%	+$169K	0.06%	270
2024 Q1	$3.04M	Buy	297,379 +55,470	+23%	+$537K	0.07%	271
2023 Q4	$2.08M	Sell	241,909 -3,880	-2%	-$32.7K	0.05%	334
2023 Q3	$2.09M	Buy	245,789 +27,480	+13%	+$219K	0.06%	305
2023 Q2	$1.61M	Buy	218,309 +25,567	+13%	+$170K	0.05%	371
2023 Q1	$1.23M	Buy	192,742 +7,077	+4%	+$49.5K	0.04%	436
2022 Q4	$1.24M	Buy	185,665 +10,840	+6%	+$56.1K	0.05%	425
2022 Q3	$787K	Sell	174,825 -76,202	-30%	-$397K	0.04%	580
2022 Q2	$1.34M	Buy	251,027 +20,476	+9%	+$118K	0.06%	327
2022 Q1	$1.43M	Buy	230,551 +45,866	+25%	+$285K	0.07%	284
2021 Q4	$1.01M	Buy	184,685 +13,266	+8%	+$74.7K	0.06%	385
2021 Q3	$1.02M	Buy	171,419 +18,131	+12%	+$101K	0.09%	223
2021 Q2	$831K	Sell	153,288 -1,703	-1%	-$9.47K	0.09%	267
2021 Q1	$834K	Sell	154,991 -12,899	-8%	-$66.5K	0.13%	176
2020 Q4	$744K	Buy	167,890 +72,745	+76%	+$309K	0.16%	138
2020 Q3	$382K	Buy	95,145 +27,326	+40%	+$110K	0.11%	226
2020 Q2	$267K	Sell	67,819 -9	-0%	-$36	0.12%	216
2020 Q1	$248K	Buy	+67,828	New	+$323K	0.14%	184