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 |
|