VPIM
Vanguard Personalized Indexing Management’s Ultrapar UGP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Buy |
77,467
+41,528
| +116% | +$136K | ﹤0.01% | 1522 |
|
2025
Q1 | $111K | Buy |
35,939
+6,124
| +21% | +$18.9K | ﹤0.01% | 1600 |
|
2024
Q4 | $78.4K | Buy |
29,815
+3,113
| +12% | +$8.19K | ﹤0.01% | 1642 |
|
2024
Q3 | $104K | Buy |
26,702
+2,456
| +10% | +$9.53K | ﹤0.01% | 1611 |
|
2024
Q2 | $94.8K | Buy |
24,246
+2,064
| +9% | +$8.07K | ﹤0.01% | 1533 |
|
2024
Q1 | $127K | Buy |
22,182
+11,166
| +101% | +$63.9K | ﹤0.01% | 1503 |
|
2023
Q4 | $59.7K | Sell |
11,016
-1,229
| -10% | -$6.66K | ﹤0.01% | 1506 |
|
2023
Q3 | $44.9K | Buy |
12,245
+849
| +7% | +$3.12K | ﹤0.01% | 1410 |
|
2023
Q2 | $44.8K | Buy |
+11,396
| New | +$44.8K | ﹤0.01% | 1429 |
|
2021
Q1 | – | Sell |
-10,656
| Closed | -$48K | – | 742 |
|
2020
Q4 | $48K | Buy |
+10,656
| New | +$48K | 0.01% | 555 |
|