AWA
Amplius Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
3,944
+993
| +34% | +$235K | 0.09% | 85 |
|
|
2025
Q1 | $654K | Buy |
2,951
+1,609
| +120% | +$357K | 0.07% | 96 |
|
|
2024
Q4 | $322K | Buy |
1,342
+364
| +37% | +$87.4K | 0.03% | 130 |
|
|
2024
Q3 | $232K | Buy |
978
+2
| +0.2% | +$474 | 0.03% | 157 |
|
|
2024
Q2 | $213K | Hold |
976
| – | – | 0.02% | 159 |
|
|
2024
Q1 | $223K | Sell |
976
-63
| -6% | -$14.4K | 0.03% | 159 |
|
|
2023
Q4 | $222K | Buy |
+1,039
| New | +$222K | 0.03% | 159 |
|
|
2022
Q1 | – | Sell |
-654
| Closed | -$147K | – | 872 |
|
|
2021
Q4 | $147K | Buy |
+654
| New | +$147K | 0.02% | 210 |
|