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 |
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2025
Q1 | $74.9K | Buy |
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2024
Q4 | $63.8K | Sell |
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2024
Q3 | $99.1K | Buy |
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2024
Q2 | $77.8K | Buy |
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2024
Q1 | $74.1K | Sell |
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2023
Q4 | $78.5K | Sell |
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2023
Q3 | $55K | Sell |
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2023
Q2 | $74.8K | Sell |
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2023
Q1 | $68.6K | Sell |
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2022
Q4 | $68.2K | Sell |
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2022
Q3 | $137K | Buy |
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2022
Q2 | $145K | Buy |
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2022
Q1 | $121K | Sell |
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2021
Q4 | $457K | Buy |
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