AWA
Amplius Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
172,112
+39,117
| +29% | +$4.41M | 1.8% | 18 |
|
|
2025
Q1 | $14.8M | Buy |
132,995
+14,655
| +12% | +$1.63M | 1.54% | 21 |
|
|
2024
Q4 | $13.1M | Buy |
118,340
+44,292
| +60% | +$4.88M | 1.34% | 23 |
|
|
2024
Q3 | $8.07M | Buy |
74,048
+39,218
| +113% | +$4.27M | 0.88% | 27 |
|
|
2024
Q2 | $3.76M | Buy |
+34,830
| New | +$3.76M | 0.42% | 38 |
|