Amplius Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
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2025
Q1 | $743K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $456K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $413K | Buy |
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