Vanguard Personalized Indexing Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Buy	39,439 +1,444	+4%	+$132K	0.03%	406
2025 Q4	$3.35M	Buy	37,995 +2,350	+7%	+$198K	0.03%	423
2025 Q3	$2.96M	Buy	35,645 +5,737	+19%	+$459K	0.03%	452
2025 Q2	$2.38M	Buy	29,908 +2,390	+9%	+$183K	0.03%	506
2025 Q1	$2.32M	Buy	27,518 +3,490	+15%	+$290K	0.03%	445
2024 Q4	$1.86M	Sell	24,028 -614	-2%	-$51.7K	0.03%	503
2024 Q3	$2.12M	Buy	24,642 +1,492	+6%	+$120K	0.03%	459
2024 Q2	$1.8M	Buy	23,150 +1,509	+7%	+$123K	0.03%	437
2024 Q1	$1.87M	Sell	21,641 -4,929	-19%	-$396K	0.04%	410
2023 Q4	$2.09M	Buy	26,570 +1,805	+7%	+$131K	0.05%	331
2023 Q3	$1.78M	Buy	24,765 +865	+4%	+$67.1K	0.05%	345
2023 Q2	$1.81M	Sell	23,900 -450	-2%	-$32.4K	0.06%	338
2023 Q1	$1.81M	Buy	24,350 +4,833	+25%	+$410K	0.06%	326
2022 Q4	$1.64M	Sell	19,517 -82	-0.4%	-$7.03K	0.07%	324
2022 Q3	$1.41M	Buy	19,599 +1,849	+10%	+$133K	0.06%	324
2022 Q2	$1.19M	Buy	17,750 +6,333	+55%	+$445K	0.05%	389
2022 Q1	$838K	Sell	11,417 -3,164	-22%	-$229K	0.04%	553
2021 Q4	$1.05M	Buy	14,581 +6,376	+78%	+$445K	0.06%	363
2021 Q3	$528K	Sell	8,205 -2,882	-26%	-$185K	0.05%	482
2021 Q2	$701K	Buy	11,087 +6,308	+132%	+$403K	0.07%	339
2021 Q1	$287K	Buy	+4,779	New	+$266K	0.04%	525