AWA
Amplius Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
53,849
-5,117
| -9% | -$396K | 0.39% | 40 |
|
|
2025
Q1 | $4.52M | Sell |
58,966
-21,189
| -26% | -$1.62M | 0.47% | 37 |
|
|
2024
Q4 | $5.99M | Sell |
80,155
-615,920
| -88% | -$46M | 0.61% | 32 |
|
|
2024
Q3 | $54.5M | Buy |
696,075
+2,757
| +0.4% | +$216K | 5.95% | 3 |
|
|
2024
Q2 | $51.9M | Buy |
693,318
+57,541
| +9% | +$4.31M | 5.78% | 2 |
|
|
2024
Q1 | $47.9M | Sell |
635,777
-34,057
| -5% | -$2.57M | 5.37% | 5 |
|
|
2023
Q4 | $51.2M | Buy |
669,834
+442,732
| +195% | +$33.8M | 6.18% | 2 |
|
|
2023
Q3 | $16.4M | Buy |
227,102
+46,394
| +26% | +$3.35M | 2.2% | 14 |
|
|
2023
Q2 | $13.6M | Buy |
180,708
+21,437
| +13% | +$1.61M | 1.83% | 13 |
|
|
2023
Q1 | $12.2M | Buy |
159,271
+17,457
| +12% | +$1.34M | 1.75% | 13 |
|
|
2022
Q4 | $10.5M | Buy |
+141,814
| New | +$10.5M | 1.68% | 19 |
|
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$197K | – | 252 |
|
|
2021
Q4 | $197K | Buy |
+2,250
| New | +$197K | 0.03% | 185 |
|