AWA
Amplius Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
1,760
-1,192
| -40% | -$330K | 0.05% | 122 |
|
|
2025
Q1 | $743K | Buy |
2,952
+1,175
| +66% | +$296K | 0.08% | 88 |
|
|
2024
Q4 | $498K | Sell |
1,777
-5
| -0.3% | -$1.4K | 0.05% | 104 |
|
|
2024
Q3 | $476K | Sell |
1,782
-29
| -2% | -$7.75K | 0.05% | 100 |
|
|
2024
Q2 | $453K | Sell |
1,811
-80
| -4% | -$20K | 0.05% | 103 |
|
|
2024
Q1 | $493K | Sell |
1,891
-12
| -0.6% | -$3.13K | 0.06% | 100 |
|
|
2023
Q4 | $460K | Sell |
1,903
-167
| -8% | -$40.4K | 0.06% | 101 |
|
|
2023
Q3 | $443K | Buy |
2,070
+87
| +4% | +$18.6K | 0.06% | 99 |
|
|
2023
Q2 | $456K | Sell |
1,983
-26
| -1% | -$5.97K | 0.06% | 104 |
|
|
2023
Q1 | $435K | Sell |
2,009
-303
| -13% | -$65.6K | 0.06% | 109 |
|
|
2022
Q4 | $464K | Sell |
2,312
-985
| -30% | -$198K | 0.07% | 94 |
|
|
2022
Q3 | $643K | Sell |
3,297
-55,828
| -94% | -$10.9M | 0.12% | 71 |
|
|
2022
Q2 | $11.6M | Buy |
59,125
+52,891
| +848% | +$10.4M | 1.88% | 18 |
|
|
2022
Q1 | $1.55M | Buy |
6,234
+4,766
| +325% | +$1.18M | 0.24% | 50 |
|
|
2021
Q4 | $413K | Buy |
+1,468
| New | +$413K | 0.06% | 126 |
|