Vanguard Personalized Indexing Management’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.9K Buy
2025
Q1
$74.9K Buy
2024
Q4
$63.8K Sell
2024
Q3
$99.1K Buy
2024
Q2
$77.8K Buy
2024
Q1
$74.1K Sell
2023
Q4
$78.5K Sell
2023
Q3
$55K Sell
2023
Q2
$74.8K Sell
2023
Q1
$68.6K Sell
2022
Q4
$68.2K Sell
2022
Q3
$137K Buy
2022
Q2
$145K Buy
2022
Q1
$121K Sell
2021
Q4
$457K Buy