VPIM
Vanguard Personalized Indexing Management’s Wheels Up UP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4K | Buy |
40,534
+26,917
| +198% | +$28.8K | ﹤0.01% | 1846 |
|
|
2025
Q1 | $13.8K | Buy |
+13,617
| New | +$13.8K | ﹤0.01% | 1812 |
|
|
2024
Q4 | – | Sell |
-11,700
| Closed | -$28.3K | – | 1874 |
|
|
2024
Q3 | $28.3K | Buy |
+11,700
| New | +$28.3K | ﹤0.01% | 1723 |
|
|
2023
Q4 | – | Sell |
-17,882
| Closed | -$37K | – | 1632 |
|
|
2023
Q3 | $37K | Buy |
+17,882
| New | +$37K | ﹤0.01% | 1419 |
|
|
2023
Q1 | – | Sell |
-11,647
| Closed | -$12K | – | 1498 |
|
|
2022
Q4 | $12K | Buy |
+11,647
| New | +$12K | ﹤0.01% | 1265 |
|