Vanguard Personalized Indexing Management’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	20,926 +1,025	+5%	+$73.9K	0.01%	774
2025 Q4	$1.33M	Sell	19,901 -1,884	-9%	-$127K	0.01%	783
2025 Q3	$1.6M	Buy	21,785 +828	+4%	+$59.1K	0.02%	681
2025 Q2	$1.37M	Buy	20,957 +512	+3%	+$33.5K	0.02%	714
2025 Q1	$1.34M	Buy	20,445 +1,647	+9%	+$111K	0.02%	649
2024 Q4	$1.28M	Buy	18,798 +4,018	+27%	+$304K	0.02%	661
2024 Q3	$1.33M	Buy	14,780 +1,443	+11%	+$119K	0.02%	633
2024 Q2	$1.09M	Buy	13,337 +2,220	+20%	+$188K	0.02%	639
2024 Q1	$995K	Buy	11,117 +2,607	+31%	+$215K	0.02%	661
2023 Q4	$702K	Buy	8,510 +1,192	+16%	+$87.9K	0.02%	824
2023 Q3	$484K	Sell	7,318 -478	-6%	-$33.9K	0.01%	893
2023 Q2	$567K	Buy	7,796 +351	+5%	+$24K	0.02%	843
2023 Q1	$515K	Sell	7,445 -794	-10%	-$51.6K	0.02%	856
2022 Q4	$472K	Sell	8,239 -9,261	-53%	-$518K	0.02%	820
2022 Q3	$850K	Buy	17,500 +537	+3%	+$30.8K	0.04%	545
2022 Q2	$928K	Buy	16,963 +1,941	+13%	+$116K	0.04%	500
2022 Q1	$960K	Buy	15,022 +6,529	+77%	+$475K	0.05%	466
2021 Q4	$729K	Buy	8,493 +2,507	+42%	+$191K	0.04%	541
2021 Q3	$366K	Sell	5,986 -1	-0%	-$70	0.03%	678
2021 Q2	$431K	Buy	+5,987	New	+$413K	0.05%	553