VPIM
Vanguard Personalized Indexing Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Buy |
19,060
+5,348
| +39% | +$22.1K | ﹤0.01% | 1771 |
|
|
2025
Q1 | $74.9K | Buy |
13,712
+2,835
| +26% | +$15.5K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $63.8K | Sell |
10,877
-750
| -6% | -$4.4K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $99.1K | Buy |
11,627
+405
| +4% | +$3.45K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $77.8K | Buy |
11,222
+1,013
| +10% | +$7.02K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $74.1K | Sell |
10,209
-770
| -7% | -$5.59K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $78.5K | Sell |
10,979
-358
| -3% | -$2.56K | ﹤0.01% | 1495 |
|
|
2023
Q3 | $55K | Sell |
11,337
-2,023
| -15% | -$9.81K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $74.8K | Sell |
13,360
-621
| -4% | -$3.48K | ﹤0.01% | 1408 |
|
|
2023
Q1 | $68.6K | Sell |
13,981
-6,622
| -32% | -$32.5K | ﹤0.01% | 1413 |
|
|
2022
Q4 | $68.2K | Sell |
20,603
-25,995
| -56% | -$86K | ﹤0.01% | 1238 |
|
|
2022
Q3 | $137K | Buy |
46,598
+5,729
| +14% | +$16.8K | 0.01% | 1150 |
|
|
2022
Q2 | $145K | Buy |
40,869
+14,200
| +53% | +$50.4K | 0.01% | 1173 |
|
|
2022
Q1 | $121K | Sell |
26,669
-50,454
| -65% | -$229K | 0.01% | 1159 |
|
|
2021
Q4 | $457K | Buy |
+77,123
| New | +$457K | 0.03% | 729 |
|