Vanguard Personalized Indexing Management’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	39,047 +2,835	+8%	+$121K	0.01%	751
2025 Q4	$1.73M	Sell	36,212 -470	-1%	-$22.3K	0.02%	664
2025 Q3	$1.86M	Sell	36,682 -851	-2%	-$45.1K	0.02%	612
2025 Q2	$2.11M	Buy	37,533 +3,735	+11%	+$192K	0.02%	551
2025 Q1	$1.76M	Buy	33,798 +1,890	+6%	+$98.9K	0.03%	539
2024 Q4	$1.51M	Buy	31,908 +617	+2%	+$28.5K	0.02%	580
2024 Q3	$1.32M	Sell	31,291 -113	-0.4%	-$4.64K	0.02%	639
2024 Q2	$1.28M	Buy	31,404 +3,123	+11%	+$122K	0.02%	570
2024 Q1	$1.07M	Buy	28,281 +523	+2%	+$17.8K	0.02%	625
2023 Q4	$924K	Buy	27,758 +11,906	+75%	+$349K	0.02%	690
2023 Q3	$450K	Buy	15,852 +1,487	+10%	+$42K	0.01%	922
2023 Q2	$390K	Sell	14,365 -1	-0%	-$25	0.01%	1008
2023 Q1	$365K	Sell	14,366 -30,575	-68%	-$902K	0.01%	1020
2022 Q4	$1.29M	Sell	44,941 -689	-2%	-$20.4K	0.05%	408
2022 Q3	$1.2M	Buy	45,630 +966	+2%	+$27.5K	0.05%	400
2022 Q2	$1.16M	Buy	44,664 +26,879	+151%	+$779K	0.05%	393
2022 Q1	$550K	Sell	17,785 -44,837	-72%	-$1.48M	0.03%	792
2021 Q4	$2.05M	Buy	62,622 +38,658	+161%	+$1.27M	0.12%	157
2021 Q3	$710K	Buy	23,964 +16,235	+210%	+$491K	0.06%	342
2021 Q2	$235K	Sell	7,729 -5,953	-44%	-$194K	0.02%	844
2021 Q1	$446K	Buy	+13,682	New	+$394K	0.07%	349
2020 Q4	–	Sell	-10,768	Closed	-$196K	–	562
2020 Q3	$196K	Buy	10,768 +395	+4%	+$7.94K	0.06%	409
2020 Q2	$200K	Buy	+10,373	New	+$185K	0.09%	293