Vanguard Personalized Indexing Management’s Affiliated Managers Group AMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.53M	Sell	9,129 -314	-3%	-$94.6K	0.02%	520
2025 Q4	$2.72M	Sell	9,443 -504	-5%	-$130K	0.03%	496
2025 Q3	$2.37M	Sell	9,947 -249	-2%	-$54.9K	0.02%	528
2025 Q2	$2.01M	Sell	10,196 -1,035	-9%	-$180K	0.02%	569
2025 Q1	$1.89M	Sell	11,231 -616	-5%	-$107K	0.03%	508
2024 Q4	$2.19M	Sell	11,847 -264	-2%	-$49.3K	0.03%	455
2024 Q3	$2.15M	Buy	12,111 +1,911	+19%	+$325K	0.03%	452
2024 Q2	$1.59M	Sell	10,200 -443	-4%	-$70.5K	0.03%	488
2024 Q1	$1.78M	Sell	10,643 -1,157	-10%	-$180K	0.04%	426
2023 Q4	$1.79M	Buy	11,800 +2,322	+24%	+$312K	0.05%	377
2023 Q3	$1.24M	Buy	9,478 +158	+2%	+$22.1K	0.04%	468
2023 Q2	$1.4M	Buy	9,320 +524	+6%	+$75K	0.04%	424
2023 Q1	$1.25M	Buy	8,796 +1,449	+20%	+$229K	0.04%	432
2022 Q4	$1.16M	Buy	7,347 +2,065	+39%	+$292K	0.05%	452
2022 Q3	$591K	Buy	5,282 +684	+15%	+$85.8K	0.03%	717
2022 Q2	$536K	Sell	4,598 -781	-15%	-$101K	0.02%	790
2022 Q1	$758K	Buy	5,379 +3,549	+194%	+$510K	0.04%	616
2021 Q4	$301K	Sell	1,830 -417	-19%	-$69.9K	0.02%	861
2021 Q3	$339K	Buy	+2,247	New	+$368K	0.03%	714