Vanguard Personalized Indexing Management’s Advanced Drainage Systems WMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Sell	7,787 -300	-4%	-$46.4K	0.01%	894
2025 Q4	$1.17M	Buy	8,087 +461	+6%	+$66.8K	0.01%	837
2025 Q3	$1.06M	Buy	7,626 +231	+3%	+$30.3K	0.01%	876
2025 Q2	$850K	Buy	7,395 +1,196	+19%	+$134K	0.01%	940
2025 Q1	$673K	Buy	6,199 +1,612	+35%	+$188K	0.01%	977
2024 Q4	$530K	Sell	4,587 -614	-12%	-$85.2K	0.01%	1083
2024 Q3	$817K	Buy	5,201 +213	+4%	+$33.3K	0.01%	865
2024 Q2	$799K	Buy	4,988 +357	+8%	+$59.7K	0.02%	785
2024 Q1	$798K	Buy	4,631 +1,910	+70%	+$288K	0.02%	773
2023 Q4	$383K	Sell	2,721 -98	-3%	-$11.8K	0.01%	1132
2023 Q3	$321K	Buy	2,819 +331	+13%	+$40.4K	0.01%	1094
2023 Q2	$283K	Buy	+2,488	New	+$235K	0.01%	1166
2023 Q1	–	Sell	-2,494	Closed	-$204K	–	1508
2022 Q4	$204K	Sell	2,494 -3,587	-59%	-$364K	0.01%	1147
2022 Q3	$756K	Buy	6,081 +894	+17%	+$111K	0.03%	603
2022 Q2	$467K	Buy	5,187 +756	+17%	+$77.7K	0.02%	848
2022 Q1	$526K	Buy	4,431 +1,473	+50%	+$175K	0.03%	815
2021 Q4	$403K	Buy	2,958 +822	+38%	+$101K	0.02%	776
2021 Q3	$231K	Buy	+2,136	New	+$246K	0.02%	879