Vanguard Personalized Indexing Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Buy |
96,568
+17,667
| +22% | +$1.08M | 0.07% | 252 |
|
|
2025
Q1 | $4.7M | Buy |
78,901
+6,623
| +9% | +$394K | 0.07% | 255 |
|
|
2024
Q4 | $4.1M | Buy |
72,278
+1,032
| +1% | +$58.5K | 0.06% | 278 |
|
|
2024
Q3 | $4.63M | Buy |
71,246
+8,140
| +13% | +$529K | 0.07% | 235 |
|
|
2024
Q2 | $3.45M | Buy |
63,106
+10,512
| +20% | +$574K | 0.07% | 263 |
|
|
2024
Q1 | $2.64M | Buy |
52,594
+8,887
| +20% | +$446K | 0.06% | 311 |
|
|
2023
Q4 | $2.12M | Sell |
43,707
-3,860
| -8% | -$187K | 0.05% | 329 |
|
|
2023
Q3 | $2.35M | Buy |
47,567
+1,183
| +3% | +$58.4K | 0.07% | 274 |
|
|
2023
Q2 | $2.42M | Buy |
46,384
+6,541
| +16% | +$341K | 0.07% | 260 |
|
|
2023
Q1 | $2.07M | Buy |
39,843
+1,899
| +5% | +$98.6K | 0.07% | 279 |
|
|
2022
Q4 | $1.91M | Buy |
37,944
+4,431
| +13% | +$223K | 0.08% | 270 |
|
|
2022
Q3 | $1.47M | Buy |
33,513
+1,793
| +6% | +$78.6K | 0.07% | 311 |
|
|
2022
Q2 | $1.45M | Buy |
31,720
+3,427
| +12% | +$157K | 0.07% | 293 |
|
|
2022
Q1 | $1.29M | Buy |
28,293
+9,315
| +49% | +$424K | 0.06% | 324 |
|
|
2021
Q4 | $1.02M | Buy |
18,978
+1,737
| +10% | +$93.4K | 0.06% | 377 |
|
|
2021
Q3 | $935K | Sell |
17,241
-23
| -0.1% | -$1.25K | 0.08% | 244 |
|
|
2021
Q2 | $1.01M | Sell |
17,264
-5,522
| -24% | -$323K | 0.11% | 199 |
|
|
2021
Q1 | $1.27M | Sell |
22,786
-2,557
| -10% | -$143K | 0.19% | 109 |
|
|
2020
Q4 | $1.53M | Buy |
25,343
+13,541
| +115% | +$817K | 0.33% | 64 |
|
|
2020
Q3 | $728K | Buy |
11,802
+3,814
| +48% | +$235K | 0.2% | 113 |
|
|
2020
Q2 | $438K | Buy |
7,988
+3,298
| +70% | +$181K | 0.2% | 124 |
|
|
2020
Q1 | $237K | Buy |
+4,690
| New | +$237K | 0.14% | 194 |
|