VPIM
Vanguard Personalized Indexing Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
100,498
+1,645
| +2% | +$514K | 0.35% | 35 |
|
|
2025
Q1 | $51.8M | Buy |
98,853
+243
| +0.2% | +$127K | 0.76% | 18 |
|
|
2024
Q4 | $49.9M | Sell |
98,610
-2,916
| -3% | -$1.48M | 0.75% | 17 |
|
|
2024
Q3 | $59.4M | Buy |
101,526
+17,687
| +21% | +$10.3M | 0.96% | 13 |
|
|
2024
Q2 | $42.6M | Buy |
83,839
+3,589
| +4% | +$1.82M | 0.81% | 13 |
|
|
2024
Q1 | $39.7M | Buy |
80,250
+4,648
| +6% | +$2.3M | 0.85% | 13 |
|
|
2023
Q4 | $39.8M | Buy |
75,602
+5,537
| +8% | +$2.92M | 1.02% | 12 |
|
|
2023
Q3 | $35.3M | Buy |
70,065
+6,607
| +10% | +$3.33M | 1.06% | 10 |
|
|
2023
Q2 | $30.5M | Buy |
63,458
+6,886
| +12% | +$3.31M | 0.93% | 11 |
|
|
2023
Q1 | $26.7M | Buy |
56,572
+2,253
| +4% | +$1.06M | 0.93% | 9 |
|
|
2022
Q4 | $28.8M | Buy |
54,319
+2,748
| +5% | +$1.46M | 1.19% | 5 |
|
|
2022
Q3 | $26M | Buy |
51,571
+4,641
| +10% | +$2.34M | 1.18% | 7 |
|
|
2022
Q2 | $24.1M | Buy |
46,930
+10,124
| +28% | +$5.2M | 1.12% | 7 |
|
|
2022
Q1 | $18.8M | Buy |
36,806
+6,374
| +21% | +$3.25M | 0.91% | 9 |
|
|
2021
Q4 | $15.3M | Buy |
30,432
+9,661
| +47% | +$4.85M | 0.9% | 9 |
|
|
2021
Q3 | $8.12M | Buy |
20,771
+3,077
| +17% | +$1.2M | 0.73% | 14 |
|
|
2021
Q2 | $7.09M | Buy |
17,694
+2,224
| +14% | +$891K | 0.74% | 12 |
|
|
2021
Q1 | $5.76M | Buy |
15,470
+3,836
| +33% | +$1.43M | 0.87% | 14 |
|
|
2020
Q4 | $4.08M | Buy |
11,634
+1,399
| +14% | +$491K | 0.89% | 16 |
|
|
2020
Q3 | $3.19M | Buy |
10,235
+1,626
| +19% | +$507K | 0.9% | 17 |
|
|
2020
Q2 | $2.54M | Buy |
8,609
+1,750
| +26% | +$516K | 1.15% | 13 |
|
|
2020
Q1 | $1.71M | Buy |
+6,859
| New | +$1.71M | 1% | 18 |
|