Vanguard Personalized Indexing Management’s Wheels Up UP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.4K Buy
2025
Q1
$13.8K Buy
2024
Q4
Sell
2024
Q3
$28.3K Buy
2023
Q4
Sell
2023
Q3
$37K Buy
2023
Q1
Sell
2022
Q4
$12K Buy