Vanguard Personalized Indexing Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
20,957
+512
| +3% | +$33.6K | 0.02% | 714 |
|
|
2025
Q1 | $1.34M | Buy |
20,445
+1,647
| +9% | +$108K | 0.02% | 649 |
|
|
2024
Q4 | $1.28M | Buy |
18,798
+4,018
| +27% | +$274K | 0.02% | 661 |
|
|
2024
Q3 | $1.33M | Buy |
14,780
+1,443
| +11% | +$130K | 0.02% | 633 |
|
|
2024
Q2 | $1.09M | Buy |
13,337
+2,220
| +20% | +$182K | 0.02% | 639 |
|
|
2024
Q1 | $995K | Buy |
11,117
+2,607
| +31% | +$233K | 0.02% | 661 |
|
|
2023
Q4 | $702K | Buy |
8,510
+1,192
| +16% | +$98.3K | 0.02% | 824 |
|
|
2023
Q3 | $484K | Sell |
7,318
-478
| -6% | -$31.6K | 0.01% | 893 |
|
|
2023
Q2 | $567K | Buy |
7,796
+351
| +5% | +$25.5K | 0.02% | 843 |
|
|
2023
Q1 | $515K | Sell |
7,445
-794
| -10% | -$54.9K | 0.02% | 856 |
|
|
2022
Q4 | $472K | Sell |
8,239
-9,261
| -53% | -$530K | 0.02% | 820 |
|
|
2022
Q3 | $850K | Buy |
17,500
+537
| +3% | +$26.1K | 0.04% | 545 |
|
|
2022
Q2 | $928K | Buy |
16,963
+1,941
| +13% | +$106K | 0.04% | 500 |
|
|
2022
Q1 | $960K | Buy |
15,022
+6,529
| +77% | +$417K | 0.05% | 466 |
|
|
2021
Q4 | $729K | Buy |
8,493
+2,507
| +42% | +$215K | 0.04% | 541 |
|
|
2021
Q3 | $366K | Sell |
5,986
-1
| -0% | -$61 | 0.03% | 678 |
|
|
2021
Q2 | $431K | Buy |
+5,987
| New | +$431K | 0.05% | 553 |
|