Vanguard Personalized Indexing Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.37M | Sell |
11,482
-134
| -1% | -$113K | 0.08% | 207 |
|
|
2025
Q4 | $9.4M | Sell |
11,616
-302
| -3% | -$262K | 0.09% | 175 |
|
|
2025
Q3 | $11.4M | Buy |
11,918
+557
| +5% | +$496K | 0.12% | 140 |
|
|
2025
Q2 | $8.56M | Buy |
11,361
+1,549
| +16% | +$1.04M | 0.1% | 183 |
|
|
2025
Q1 | $6.15M | Buy |
9,812
+287
| +3% | +$197K | 0.09% | 193 |
|
|
2024
Q4 | $6.71M | Buy |
9,525
+90
| +1% | +$73.2K | 0.1% | 163 |
|
|
2024
Q3 | $7.64M | Buy |
9,435
+1,705
| +22% | +$1.23M | 0.12% | 137 |
|
|
2024
Q2 | $4.96M | Buy |
7,730
+1,024
| +15% | +$681K | 0.09% | 179 |
|
|
2024
Q1 | $4.84M | Buy |
6,706
+457
| +7% | +$293K | 0.1% | 175 |
|
|
2023
Q4 | $3.58M | Buy |
6,249
+1,142
| +22% | +$539K | 0.09% | 202 |
|
|
2023
Q3 | $2.27M | Buy |
5,107
+298
| +6% | +$136K | 0.07% | 281 |
|
|
2023
Q2 | $2.14M | Buy |
4,809
+117
| +2% | +$43.4K | 0.07% | 293 |
|
|
2023
Q1 | $1.86M | Buy |
4,692
+359
| +8% | +$151K | 0.06% | 314 |
|
|
2022
Q4 | $1.54M | Buy |
4,333
+362
| +9% | +$119K | 0.06% | 346 |
|
|
2022
Q3 | $1.07M | Buy |
3,971
+454
| +13% | +$132K | 0.05% | 446 |
|
|
2022
Q2 | $854K | Buy |
3,517
+454
| +15% | +$134K | 0.04% | 541 |
|
|
2022
Q1 | $1.09M | Sell |
3,063
-225
| -7% | -$73.5K | 0.05% | 406 |
|
|
2021
Q4 | $1.09M | Buy |
3,288
+1,257
| +62% | +$448K | 0.06% | 344 |
|
|
2021
Q3 | $713K | Sell |
2,031
-705
| -26% | -$237K | 0.06% | 340 |
|
|
2021
Q2 | $873K | Buy |
2,736
+518
| +23% | +$167K | 0.09% | 253 |
|
|
2021
Q1 | $730K | Buy |
2,218
+587
| +36% | +$166K | 0.11% | 212 |
|
|
2020
Q4 | $378K | Sell |
1,631
-44
| -3% | -$9.3K | 0.08% | 286 |
|
|
2020
Q3 | $292K | Buy |
+1,675
| New | +$282K | 0.08% | 297 |
|
Other funds holding URI
VCM
VPM
