Vanguard Personalized Indexing Management’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.13M	Buy	56,811 +5,032	+10%	+$227K	0.02%	575
2025 Q4	$2.14M	Buy	51,779 +2,819	+6%	+$98.5K	0.02%	570
2025 Q3	$1.56M	Sell	48,960 -1,908	-4%	-$62.4K	0.02%	691
2025 Q2	$1.65M	Sell	50,868 -267	-0.5%	-$8.04K	0.02%	642
2025 Q1	$1.72M	Buy	51,135 +7,079	+16%	+$224K	0.03%	548
2024 Q4	$1.48M	Buy	44,056 +3,529	+9%	+$113K	0.02%	590
2024 Q3	$1.2M	Sell	40,527 -2,711	-6%	-$75.1K	0.02%	681
2024 Q2	$1.22M	Buy	43,238 +7,814	+22%	+$218K	0.02%	592
2024 Q1	$1.03M	Buy	35,424 +4,315	+14%	+$134K	0.02%	641
2023 Q4	$898K	Sell	31,109 -15,458	-33%	-$402K	0.02%	714
2023 Q3	$1.26M	Buy	46,567 +3,159	+7%	+$103K	0.04%	452
2023 Q2	$1.57M	Buy	43,408 +11,999	+38%	+$376K	0.05%	383
2023 Q1	$1.02M	Sell	31,409 -8,250	-21%	-$281K	0.04%	518
2022 Q4	$1.34M	Buy	39,659 +18,827	+90%	+$679K	0.06%	398
2022 Q3	$642K	Buy	20,832 +2,581	+14%	+$96.7K	0.03%	682
2022 Q2	$659K	Sell	18,251 -12,662	-41%	-$544K	0.03%	676
2022 Q1	$1.42M	Buy	30,913 +16,157	+109%	+$710K	0.07%	287
2021 Q4	$632K	Sell	14,756 -2,515	-15%	-$118K	0.04%	604
2021 Q3	$888K	Buy	17,271 +9,989	+137%	+$505K	0.08%	262
2021 Q2	$387K	Buy	7,282 +1,111	+18%	+$66.6K	0.04%	614
2021 Q1	$377K	Buy	+6,171	New	+$328K	0.06%	421