Vanguard Personalized Indexing Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Sell |
181,097
-10,180
| -5% | -$345K | 0.07% | 241 |
|
|
2025
Q1 | $5.86M | Buy |
191,277
+20,372
| +12% | +$624K | 0.09% | 205 |
|
|
2024
Q4 | $5.18M | Buy |
170,905
+13,814
| +9% | +$419K | 0.08% | 214 |
|
|
2024
Q3 | $4.86M | Buy |
157,091
+9,176
| +6% | +$284K | 0.08% | 223 |
|
|
2024
Q2 | $4.35M | Buy |
147,915
+12,443
| +9% | +$366K | 0.08% | 206 |
|
|
2024
Q1 | $4.16M | Buy |
135,472
+16,419
| +14% | +$504K | 0.09% | 205 |
|
|
2023
Q4 | $3.68M | Buy |
119,053
+3,872
| +3% | +$120K | 0.09% | 197 |
|
|
2023
Q3 | $2.84M | Buy |
115,181
+7,302
| +7% | +$180K | 0.08% | 229 |
|
|
2023
Q2 | $2.19M | Buy |
107,879
+19,012
| +21% | +$385K | 0.07% | 288 |
|
|
2023
Q1 | $1.9M | Buy |
88,867
+2,088
| +2% | +$44.6K | 0.07% | 308 |
|
|
2022
Q4 | $1.62M | Buy |
86,779
+18,050
| +26% | +$337K | 0.07% | 328 |
|
|
2022
Q3 | $997K | Sell |
68,729
-4,920
| -7% | -$71.4K | 0.05% | 478 |
|
|
2022
Q2 | $1.2M | Buy |
73,649
+16,077
| +28% | +$261K | 0.06% | 380 |
|
|
2022
Q1 | $1.12M | Buy |
57,572
+19,737
| +52% | +$385K | 0.05% | 390 |
|
|
2021
Q4 | $676K | Buy |
37,835
+8,602
| +29% | +$154K | 0.04% | 576 |
|
|
2021
Q3 | $466K | Buy |
29,233
+5,606
| +24% | +$89.4K | 0.04% | 550 |
|
|
2021
Q2 | $362K | Buy |
23,627
+116
| +0.5% | +$1.78K | 0.04% | 653 |
|
|
2021
Q1 | $365K | Buy |
23,511
+1,056
| +5% | +$16.4K | 0.06% | 428 |
|
|
2020
Q4 | $317K | Buy |
22,455
+651
| +3% | +$9.19K | 0.07% | 350 |
|
|
2020
Q3 | $243K | Buy |
21,804
+5,658
| +35% | +$63.1K | 0.07% | 343 |
|
|
2020
Q2 | $186K | Buy |
+16,146
| New | +$186K | 0.08% | 298 |
|