Vanguard Personalized Indexing Management’s UDR UDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
36,435
+3,521
| +11% | +$144K | 0.02% | 681 |
|
|
2025
Q1 | $1.49M | Sell |
32,914
-605
| -2% | -$27.3K | 0.02% | 597 |
|
|
2024
Q4 | $1.46M | Buy |
33,519
+3,832
| +13% | +$166K | 0.02% | 598 |
|
|
2024
Q3 | $1.35M | Buy |
29,687
+1,990
| +7% | +$90.2K | 0.02% | 627 |
|
|
2024
Q2 | $1.14M | Buy |
27,697
+5,584
| +25% | +$230K | 0.02% | 615 |
|
|
2024
Q1 | $827K | Buy |
22,113
+6,029
| +37% | +$226K | 0.02% | 755 |
|
|
2023
Q4 | $616K | Buy |
16,084
+1,767
| +12% | +$67.7K | 0.02% | 890 |
|
|
2023
Q3 | $511K | Sell |
14,317
-1,047
| -7% | -$37.3K | 0.02% | 866 |
|
|
2023
Q2 | $660K | Buy |
15,364
+772
| +5% | +$33.2K | 0.02% | 769 |
|
|
2023
Q1 | $599K | Buy |
14,592
+2,713
| +23% | +$111K | 0.02% | 780 |
|
|
2022
Q4 | $460K | Sell |
11,879
-9,153
| -44% | -$354K | 0.02% | 832 |
|
|
2022
Q3 | $877K | Sell |
21,032
-951
| -4% | -$39.7K | 0.04% | 534 |
|
|
2022
Q2 | $1.01M | Sell |
21,983
-5,191
| -19% | -$239K | 0.05% | 458 |
|
|
2022
Q1 | $1.56M | Buy |
27,174
+10,357
| +62% | +$594K | 0.08% | 262 |
|
|
2021
Q4 | $1.01M | Buy |
16,817
+3,360
| +25% | +$202K | 0.06% | 384 |
|
|
2021
Q3 | $713K | Sell |
13,457
-1,646
| -11% | -$87.2K | 0.06% | 339 |
|
|
2021
Q2 | $740K | Buy |
+15,103
| New | +$740K | 0.08% | 322 |
|