Vanguard Personalized Indexing Management’s Upstart Holdings UPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Buy
2025
Q2
$465K Buy
2025
Q1
$273K Buy
2024
Q4
$340K Buy
2024
Q3
$216K Buy
2022
Q3
Sell
2022
Q2
$258K Buy
2022
Q1
$589K Buy
2021
Q4
$554K Buy
2021
Q3
$843K Buy
2021
Q2
$310K Buy