Vanguard Personalized Indexing Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8M Buy
243,922
+50,324
+26% +$4.7M 0.26% 60
2025
Q1
$14.1M Buy
193,598
+46,742
+32% +$3.41M 0.21% 82
2024
Q4
$8.86M Sell
146,856
-23,737
-14% -$1.43M 0.13% 121
2024
Q3
$12.8M Buy
170,593
+22,690
+15% +$1.71M 0.21% 77
2024
Q2
$10.6M Buy
147,903
+6,832
+5% +$489K 0.2% 81
2024
Q1
$10.9M Buy
141,071
+42,166
+43% +$3.25M 0.23% 69
2023
Q4
$6.09M Buy
98,905
+14,018
+17% +$863K 0.16% 105
2023
Q3
$3.9M Buy
84,887
+7,374
+10% +$339K 0.12% 157
2023
Q2
$3.35M Buy
77,513
+1,463
+2% +$63.2K 0.1% 186
2023
Q1
$2.41M Sell
76,050
-15,166
-17% -$481K 0.08% 238
2022
Q4
$2.26M Buy
91,216
+21,202
+30% +$524K 0.09% 238
2022
Q3
$1.86M Buy
70,014
+24,904
+55% +$660K 0.08% 245
2022
Q2
$923K Buy
45,110
+19,093
+73% +$391K 0.04% 504
2022
Q1
$928K Buy
26,017
+11,162
+75% +$398K 0.04% 486
2021
Q4
$623K Buy
14,855
+3,719
+33% +$156K 0.04% 613
2021
Q3
$499K Sell
11,136
-4,128
-27% -$185K 0.04% 516
2021
Q2
$765K Buy
15,264
+8,928
+141% +$447K 0.08% 307
2021
Q1
$345K Buy
6,336
+2,283
+56% +$124K 0.05% 450
2020
Q4
$207K Buy
+4,053
New +$207K 0.05% 499