Vanguard Personalized Indexing Management’s UP Fintech Holding TIGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$93.9K Sell
14,912
-34
-0.2% -$277 ﹤0.01% 1955
2025
Q4
$143K Buy
14,946
+1,042
+7% +$9.95K ﹤0.01% 1769
2025
Q3
$148K Buy
13,904
+387
+3% +$4.15K ﹤0.01% 1757
2025
Q2
$130K Buy
13,517
+1,676
+14% +$14K ﹤0.01% 1698
2025
Q1
$102K Buy
11,841
+209
+2% +$1.56K ﹤0.01% 1610
2024
Q4
$75.1K Sell
11,632
-404
-3% -$2.78K ﹤0.01% 1650
2024
Q3
$64.3K Buy
+12,036
New +$48K ﹤0.01% 1657
2024
Q2
Sell
-13,658
Closed -$47K 1746
2024
Q1
$47K Buy
+13,658
New +$54.1K ﹤0.01% 1568
2023
Q4
Sell
-10,733
Closed -$55K 1629
2023
Q3
$55K Sell
10,733
-1,907
-15% -$7.71K ﹤0.01% 1402
2023
Q2
$35.9K Buy
+12,640
New +$37.4K ﹤0.01% 1438

Other funds holding TIGR