VPIM
Vanguard Personalized Indexing Management’s Southwest Gas SWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
10,673
+188
| +2% | +$14K | 0.01% | 988 |
|
|
2025
Q1 | $753K | Buy |
10,485
+2,478
| +31% | +$178K | 0.01% | 924 |
|
|
2024
Q4 | $566K | Sell |
8,007
-1,181
| -13% | -$83.5K | 0.01% | 1053 |
|
|
2024
Q3 | $678K | Buy |
9,188
+14
| +0.2% | +$1.03K | 0.01% | 949 |
|
|
2024
Q2 | $645K | Buy |
9,174
+213
| +2% | +$15K | 0.01% | 909 |
|
|
2024
Q1 | $682K | Buy |
8,961
+1,230
| +16% | +$93.6K | 0.01% | 854 |
|
|
2023
Q4 | $490K | Buy |
7,731
+1,280
| +20% | +$81.1K | 0.01% | 1014 |
|
|
2023
Q3 | $390K | Sell |
6,451
-1,193
| -16% | -$72.1K | 0.01% | 1003 |
|
|
2023
Q2 | $487K | Buy |
7,644
+2,325
| +44% | +$148K | 0.01% | 905 |
|
|
2023
Q1 | $332K | Buy |
5,319
+1,094
| +26% | +$68.3K | 0.01% | 1072 |
|
|
2022
Q4 | $261K | Buy |
4,225
+678
| +19% | +$42K | 0.01% | 1027 |
|
|
2022
Q3 | $247K | Sell |
3,547
-61
| -2% | -$4.25K | 0.01% | 1025 |
|
|
2022
Q2 | $314K | Buy |
3,608
+525
| +17% | +$45.7K | 0.01% | 972 |
|
|
2022
Q1 | $241K | Buy |
+3,083
| New | +$241K | 0.01% | 1057 |
|