VPIM
Vanguard Personalized Indexing Management’s U-Haul Holding Co UHAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,502
| Closed | -$765K | – | 1343 |
|
2022
Q3 | $765K | Buy |
1,502
+174
| +13% | +$88.6K | 0.03% | 597 |
|
2022
Q2 | $635K | Buy |
1,328
+869
| +189% | +$416K | 0.03% | 697 |
|
2022
Q1 | $274K | Buy |
459
+99
| +28% | +$59.1K | 0.01% | 1027 |
|
2021
Q4 | $261K | Buy |
+360
| New | +$261K | 0.02% | 911 |
|