Vanguard Personalized Indexing Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$836K Buy
2025
Q1
$619K Buy
2024
Q4
$616K Sell
2024
Q3
$663K Buy
2024
Q2
$263K Buy
2024
Q1
$391K Sell
2023
Q4
$632K Sell
2023
Q3
$604K Buy
2023
Q2
$793K Sell
2023
Q1
$641K Sell
2022
Q4
$967K Buy
2022
Q3
$372K Buy
2022
Q2
$406K Buy
2022
Q1
$589K Buy
2021
Q4
$718K Buy
2021
Q3
$384K Buy
2021
Q2
$257K Buy