Vanguard Personalized Indexing Management’s Nu Holdings NU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $575K | Buy |
|
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|
2024
Q2 | $444K | Buy |
|
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|
2024
Q1 | $352K | Buy |
|
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $184K | Buy |
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|
2023
Q1 | $104K | Buy |
|
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|
2022
Q4 | $83.5K | Sell |
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|
2022
Q3 | $119K | Buy |
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|
2022
Q2 | $62K | Buy |
|