Vanguard Personalized Indexing Management’s United Bankshares UBSI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$709K	Buy
2025 Q1	$570K	Sell
2024 Q4	$641K	Buy
2024 Q3	$496K	Buy
2024 Q2	$401K	Buy
2024 Q1	$425K	Sell
2023 Q4	$516K	Buy
2023 Q2	–	Sell
2023 Q1	$488K	Buy