Vanguard Personalized Indexing Management’s American Tower AMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.02M	Sell	52,284 -4,100	-7%	-$738K	0.09%	193
2025 Q4	$9.9M	Buy	56,384 +1,174	+2%	+$214K	0.1%	168
2025 Q3	$10.6M	Sell	55,210 -8,714	-14%	-$1.82M	0.11%	149
2025 Q2	$14.1M	Buy	63,924 +14,475	+29%	+$3.13M	0.16%	109
2025 Q1	$10.8M	Buy	49,449 +7,201	+17%	+$1.41M	0.16%	112
2024 Q4	$7.75M	Sell	42,248 -2,430	-5%	-$504K	0.12%	140
2024 Q3	$10.4M	Buy	44,678 +6,031	+16%	+$1.34M	0.17%	103
2024 Q2	$7.51M	Buy	38,647 +1,757	+5%	+$328K	0.14%	115
2024 Q1	$7.29M	Buy	36,890 +4,152	+13%	+$827K	0.16%	114
2023 Q4	$7.07M	Buy	32,738 +9,798	+43%	+$1.85M	0.18%	95
2023 Q3	$3.77M	Sell	22,940 -467	-2%	-$85.3K	0.11%	167
2023 Q2	$4.54M	Sell	23,407 -3,515	-13%	-$687K	0.14%	127
2023 Q1	$5.43M	Buy	26,922 +5,941	+28%	+$1.25M	0.19%	99
2022 Q4	$4.45M	Sell	20,981 -4,272	-17%	-$889K	0.18%	104
2022 Q3	$5.42M	Sell	25,253 -369	-1%	-$94.8K	0.25%	67
2022 Q2	$6.55M	Buy	25,622 +8,661	+51%	+$2.17M	0.3%	47
2022 Q1	$4.26M	Buy	16,961 +2,255	+15%	+$550K	0.21%	77
2021 Q4	$4.3M	Buy	14,706 +3,881	+36%	+$1.06M	0.25%	65
2021 Q3	$2.87M	Buy	10,825 +1,600	+17%	+$456K	0.26%	63
2021 Q2	$2.49M	Buy	9,225 +4,410	+92%	+$1.12M	0.26%	69
2021 Q1	$1.15M	Buy	4,815 +133	+3%	+$29.6K	0.17%	122
2020 Q4	$1.05M	Sell	4,682 -214	-4%	-$49.8K	0.23%	92
2020 Q3	$1.18M	Buy	4,896 +2,368	+94%	+$600K	0.33%	66
2020 Q2	$654K	Buy	2,528 +279	+12%	+$69K	0.3%	81
2020 Q1	$490K	Buy	+2,249	New	+$523K	0.29%	97