VPIM
Vanguard Personalized Indexing Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
74,443
+22,298
| +43% | +$2.25M | 0.08% | 201 |
|
|
2025
Q1 | $5.74M | Buy |
52,145
+3,223
| +7% | +$354K | 0.08% | 208 |
|
|
2024
Q4 | $6.17M | Sell |
48,922
-682
| -1% | -$86K | 0.09% | 180 |
|
|
2024
Q3 | $6.76M | Buy |
49,604
+252
| +0.5% | +$34.4K | 0.11% | 156 |
|
|
2024
Q2 | $6.7M | Sell |
49,352
-4,624
| -9% | -$627K | 0.13% | 133 |
|
|
2024
Q1 | $8.02M | Buy |
53,976
+11,379
| +27% | +$1.69M | 0.17% | 97 |
|
|
2023
Q4 | $6.7M | Buy |
42,597
+861
| +2% | +$135K | 0.17% | 98 |
|
|
2023
Q3 | $6.51M | Sell |
41,736
-2,402
| -5% | -$374K | 0.19% | 83 |
|
|
2023
Q2 | $7.91M | Sell |
44,138
-3,441
| -7% | -$617K | 0.24% | 65 |
|
|
2023
Q1 | $9.23M | Buy |
47,579
+13,705
| +40% | +$2.66M | 0.32% | 47 |
|
|
2022
Q4 | $5.89M | Sell |
33,874
-10,867
| -24% | -$1.89M | 0.24% | 67 |
|
|
2022
Q3 | $7.23M | Buy |
44,741
+6,615
| +17% | +$1.07M | 0.33% | 49 |
|
|
2022
Q2 | $6.96M | Buy |
38,126
+10,048
| +36% | +$1.83M | 0.32% | 43 |
|
|
2022
Q1 | $6.02M | Buy |
28,078
+5,660
| +25% | +$1.21M | 0.29% | 59 |
|
|
2021
Q4 | $4.81M | Buy |
22,418
+8,425
| +60% | +$1.81M | 0.28% | 57 |
|
|
2021
Q3 | $2.55M | Buy |
13,993
+836
| +6% | +$152K | 0.23% | 81 |
|
|
2021
Q2 | $2.74M | Buy |
13,157
+4,548
| +53% | +$946K | 0.29% | 59 |
|
|
2021
Q1 | $1.46M | Buy |
8,609
+2,258
| +36% | +$384K | 0.22% | 91 |
|
|
2020
Q4 | $1.07M | Buy |
6,351
+302
| +5% | +$50.9K | 0.23% | 90 |
|
|
2020
Q3 | $1.01M | Buy |
6,049
+2,918
| +93% | +$486K | 0.28% | 77 |
|
|
2020
Q2 | $348K | Buy |
+3,131
| New | +$348K | 0.16% | 164 |
|