AWA
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Amplius Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Amplius Wealth Advisors’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-188
Closed -$19K – 533
2021
Q4 		$19K Buy
+188
New +$19K ﹤0.01% 476