Vanguard Personalized Indexing Management’s Upstart Holdings UPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
7,187
+1,257
| +21% | +$81.3K | 0.01% | 1234 |
|
|
2025
Q1 | $273K | Buy |
5,930
+404
| +7% | +$18.6K | ﹤0.01% | 1383 |
|
|
2024
Q4 | $340K | Buy |
5,526
+131
| +2% | +$8.07K | 0.01% | 1285 |
|
|
2024
Q3 | $216K | Buy |
+5,395
| New | +$216K | ﹤0.01% | 1495 |
|
|
2022
Q3 | – | Sell |
-8,145
| Closed | -$258K | – | 1312 |
|
|
2022
Q2 | $258K | Buy |
8,145
+2,750
| +51% | +$87.1K | 0.01% | 1029 |
|
|
2022
Q1 | $589K | Buy |
5,395
+1,732
| +47% | +$189K | 0.03% | 753 |
|
|
2021
Q4 | $554K | Buy |
3,663
+998
| +37% | +$151K | 0.03% | 665 |
|
|
2021
Q3 | $843K | Buy |
2,665
+183
| +7% | +$57.9K | 0.08% | 278 |
|
|
2021
Q2 | $310K | Buy |
+2,482
| New | +$310K | 0.03% | 718 |
|