Vanguard Personalized Indexing Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio ETHO Stock Details ETHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,732	Closed	-$495K	–	1295
2022 Q3	$495K	Sell	10,732 -213	-2%	-$11K	0.02%	792
2022 Q2	$521K	Sell	10,945 -48	-0.4%	-$2.5K	0.02%	802
2022 Q1	$643K	Sell	10,993 -317	-3%	-$18.4K	0.03%	694
2021 Q4	$728K	Buy	11,310 +131	+1%	+$8.27K	0.04%	544
2021 Q3	$664K	Sell	11,179 -1,547	-12%	-$94.3K	0.06%	375
2021 Q2	$770K	Buy	12,726 +1,925	+18%	+$113K	0.08%	302
2021 Q1	$622K	Buy	+10,801	New	+$607K	0.09%	255

Other funds holding ETHO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Vanguard Personalized Indexing Management's ETHO Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2022, closing a stake of 10,732 shares — an estimated $495K sold.

Vanguard Personalized Indexing Management first reported a position in ETHO in Q1 2021 and held it in 7 quarters. The position peaked at $770K in Q2 2021. 51 funds tracked by Wall St. Rank hold ETHO as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 10,732 Amplify Etho Climate Leadership US ETF shares in Q4 2022, an estimated $495K.
Vanguard Personalized Indexing Management first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2021 and held it in 7 quarters.
Vanguard Personalized Indexing Management's Amplify Etho Climate Leadership US ETF position peaked at $770K in Q2 2021.
51 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.