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 |
|