Vanguard Personalized Indexing Management’s Southwest Gas SWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	31,796 +15,082	+90%	+$1.29M	0.03%	490
2025 Q4	$1.34M	Buy	16,714 +4,242	+34%	+$340K	0.01%	779
2025 Q3	$977K	Buy	12,472 +1,799	+17%	+$140K	0.01%	918
2025 Q2	$794K	Buy	10,673 +188	+2%	+$13.6K	0.01%	988
2025 Q1	$753K	Buy	10,485 +2,478	+31%	+$183K	0.01%	924
2024 Q4	$566K	Sell	8,007 -1,181	-13%	-$87.8K	0.01%	1053
2024 Q3	$678K	Buy	9,188 +14	+0.2%	+$1.01K	0.01%	949
2024 Q2	$645K	Buy	9,174 +213	+2%	+$16K	0.01%	909
2024 Q1	$682K	Buy	8,961 +1,230	+16%	+$79.7K	0.01%	854
2023 Q4	$490K	Buy	7,731 +1,280	+20%	+$76.9K	0.01%	1014
2023 Q3	$390K	Sell	6,451 -1,193	-16%	-$76.1K	0.01%	1003
2023 Q2	$487K	Buy	7,644 +2,325	+44%	+$137K	0.01%	905
2023 Q1	$332K	Buy	5,319 +1,094	+26%	+$69.7K	0.01%	1072
2022 Q4	$261K	Buy	4,225 +678	+19%	+$46.1K	0.01%	1027
2022 Q3	$247K	Sell	3,547 -61	-2%	-$4.95K	0.01%	1025
2022 Q2	$314K	Buy	3,608 +525	+17%	+$46.3K	0.01%	972
2022 Q1	$241K	Buy	+3,083	New	+$216K	0.01%	1057