Vanguard Personalized Indexing Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
|
|||||
|
2025
Q1 | $1.63M | Buy |
|
|||||
|
2024
Q4 | $1.27M | Buy |
|
|||||
|
2024
Q3 | $1.06M | Buy |
|
|||||
|
2024
Q2 | $835K | Sell |
|
|||||
|
2024
Q1 | $947K | Buy |
|
|||||
|
2023
Q4 | $624K | Sell |
|
|||||
|
2023
Q3 | $968K | Buy |
|
|||||
|
2023
Q2 | $657K | Buy |
|
|||||
|
2023
Q1 | $448K | Buy |
|
|||||
|
2022
Q4 | $384K | Sell |
|
|||||
|
2022
Q3 | $542K | Sell |
|
|||||
|
2022
Q2 | $702K | Buy |
|
|||||
|
2022
Q1 | $583K | Buy |
|
|||||
|
2021
Q4 | $402K | Buy |
|
|||||
|
2021
Q3 | $278K | Sell |
|
|||||
|
2021
Q2 | $325K | Buy |
|