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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.09M | Buy |
|
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|
2024
Q1 | $995K | Buy |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $515K | Sell |
|
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $850K | Buy |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $960K | Buy |
|
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $431K | Buy |
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