Vanguard Personalized Indexing Management’s Nu Holdings NU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
64,052
+29,824
| +87% | +$409K | 0.01% | 923 |
|
|
2025
Q1 | $350K | Sell |
34,228
-77
| -0.2% | -$788 | 0.01% | 1273 |
|
|
2024
Q4 | $355K | Sell |
34,305
-7,794
| -19% | -$80.7K | 0.01% | 1270 |
|
|
2024
Q3 | $575K | Buy |
42,099
+7,618
| +22% | +$104K | 0.01% | 1032 |
|
|
2024
Q2 | $444K | Buy |
34,481
+4,956
| +17% | +$63.9K | 0.01% | 1087 |
|
|
2024
Q1 | $352K | Buy |
29,525
+2,766
| +10% | +$33K | 0.01% | 1200 |
|
|
2023
Q4 | $223K | Buy |
26,759
+944
| +4% | +$7.86K | 0.01% | 1364 |
|
|
2023
Q3 | $187K | Buy |
25,815
+2,528
| +11% | +$18.3K | 0.01% | 1316 |
|
|
2023
Q2 | $184K | Buy |
23,287
+1,358
| +6% | +$10.7K | 0.01% | 1341 |
|
|
2023
Q1 | $104K | Buy |
21,929
+1,406
| +7% | +$6.69K | ﹤0.01% | 1397 |
|
|
2022
Q4 | $83.5K | Sell |
20,523
-6,574
| -24% | -$26.8K | ﹤0.01% | 1232 |
|
|
2022
Q3 | $119K | Buy |
27,097
+10,488
| +63% | +$46.1K | 0.01% | 1163 |
|
|
2022
Q2 | $62K | Buy |
+16,609
| New | +$62K | ﹤0.01% | 1214 |
|