Vanguard Personalized Indexing Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
19,457
+3,029
| +18% | +$110K | 0.01% | 1040 |
|
|
2025
Q1 | $570K | Sell |
16,428
-645
| -4% | -$22.4K | 0.01% | 1051 |
|
|
2024
Q4 | $641K | Buy |
17,073
+3,702
| +28% | +$139K | 0.01% | 990 |
|
|
2024
Q3 | $496K | Buy |
13,371
+1,004
| +8% | +$37.2K | 0.01% | 1096 |
|
|
2024
Q2 | $401K | Buy |
12,367
+479
| +4% | +$15.5K | 0.01% | 1135 |
|
|
2024
Q1 | $425K | Sell |
11,888
-1,843
| -13% | -$66K | 0.01% | 1098 |
|
|
2023
Q4 | $516K | Buy |
+13,731
| New | +$516K | 0.01% | 987 |
|
|
2023
Q2 | – | Sell |
-13,863
| Closed | -$488K | – | 1531 |
|
|
2023
Q1 | $488K | Buy |
+13,863
| New | +$488K | 0.02% | 890 |
|