Vestmark Advisory Solutions’s Unity U Stock Holding History

Vestmark Advisory Solutions’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$489K	Buy
2025 Q1	–	Sell
2024 Q4	$2.29M	Sell
2024 Q3	$3.83M	Sell
2024 Q2	$4.11M	Sell
2024 Q1	$10M	Buy
2023 Q4	$9.17M	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Sell
2022 Q1	$578K	Buy