Vanguard Personalized Indexing Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Sell |
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|
2025
Q1 | $5.86M | Buy |
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|
2024
Q4 | $5.18M | Buy |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.35M | Buy |
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|
2024
Q1 | $4.16M | Buy |
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|
2023
Q4 | $3.68M | Buy |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.9M | Buy |
|
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $997K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.12M | Buy |
|
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q2 | $186K | Buy |
|