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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $241K | Buy |
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