Vanguard Personalized Indexing Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
11,580
-5,853
| -34% | -$318K | 0.01% | 1087 |
|
|
2025
Q1 | $1.03M | Buy |
17,433
+306
| +2% | +$18.1K | 0.02% | 766 |
|
|
2024
Q4 | $1.1M | Buy |
17,127
+520
| +3% | +$33.3K | 0.02% | 733 |
|
|
2024
Q3 | $1.2M | Buy |
16,607
+74
| +0.4% | +$5.33K | 0.02% | 683 |
|
|
2024
Q2 | $991K | Buy |
16,533
+1,378
| +9% | +$82.6K | 0.02% | 685 |
|
|
2024
Q1 | $1.01M | Buy |
15,155
+335
| +2% | +$22.3K | 0.02% | 655 |
|
|
2023
Q4 | $1.04M | Buy |
14,820
+24
| +0.2% | +$1.69K | 0.03% | 630 |
|
|
2023
Q3 | $775K | Buy |
14,796
+693
| +5% | +$36.3K | 0.02% | 689 |
|
|
2023
Q2 | $715K | Buy |
14,103
+777
| +6% | +$39.4K | 0.02% | 742 |
|
|
2023
Q1 | $691K | Buy |
+13,326
| New | +$691K | 0.02% | 712 |
|