Vanguard Personalized Indexing Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.96M	Sell	200,534 -27,409	-12%	-$576K	0.04%	376
2025 Q4	$4.41M	Sell	227,943 -16,188	-7%	-$281K	0.04%	348
2025 Q3	$4.09M	Sell	244,131 -7,068	-3%	-$113K	0.04%	364
2025 Q2	$3.8M	Buy	251,199 +5,857	+2%	+$84.2K	0.04%	365
2025 Q1	$3.79M	Buy	245,342 +20,386	+9%	+$310K	0.06%	306
2024 Q4	$3.26M	Sell	224,956 -3,410	-1%	-$46.8K	0.05%	328
2024 Q3	$2.88M	Buy	228,366 +16,899	+8%	+$223K	0.05%	346
2024 Q2	$2.82M	Buy	211,467 +36,182	+21%	+$438K	0.05%	318
2024 Q1	$2.06M	Buy	175,285 +42,772	+32%	+$459K	0.04%	387
2023 Q4	$1.28M	Buy	132,513 +17,099	+15%	+$166K	0.03%	513
2023 Q3	$1.14M	Buy	115,414 +18,161	+19%	+$168K	0.03%	503
2023 Q2	$836K	Buy	97,253 +16,772	+21%	+$139K	0.03%	651
2023 Q1	$644K	Buy	80,481 +6,106	+8%	+$51.7K	0.02%	748
2022 Q4	$596K	Sell	74,375 -60,414	-45%	-$385K	0.02%	733
2022 Q3	$741K	Buy	134,789 +43,256	+47%	+$261K	0.03%	617
2022 Q2	$540K	Sell	91,533 -4,255	-4%	-$25.7K	0.03%	787
2022 Q1	$598K	Buy	95,788 +14,276	+18%	+$102K	0.03%	743
2021 Q4	$553K	Buy	81,512 +15,596	+24%	+$106K	0.03%	666
2021 Q3	$462K	Buy	65,916 +6,650	+11%	+$46.3K	0.04%	557
2021 Q2	$408K	Sell	59,266 -20,358	-26%	-$146K	0.04%	586
2021 Q1	$577K	Sell	79,624 -5,793	-7%	-$40.3K	0.09%	278
2020 Q4	$527K	Buy	85,417 +7,386	+9%	+$43.3K	0.11%	207
2020 Q3	$436K	Buy	78,031 +23,844	+44%	+$137K	0.12%	201
2020 Q2	$305K	Sell	54,187 -151,648	-74%	-$819K	0.14%	183
2020 Q1	$986K	Buy	+205,835	New	+$1.33M	0.58%	41