Amplius Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Amplius Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$739K	Sell
2025 Q2	$935K	Buy
2025 Q1	$654K	Buy
2024 Q4	$322K	Buy
2024 Q3	$232K	Buy
2024 Q2	$213K	Hold
2024 Q1	$223K	Sell
2023 Q4	$222K	Buy
2022 Q1	–	Sell
2021 Q4	$147K	Buy