Amplius Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272K | Sell |
|
|||||
|
2025
Q2 | $310K | Hold |
|
|||||
|
2025
Q1 | $296K | Buy |
|
|||||
|
2024
Q4 | $314K | Hold |
|
|||||
|
2024
Q3 | $318K | Sell |
|
|||||
|
2024
Q2 | $296K | Buy |
|
|||||
|
2024
Q1 | $310K | Sell |
|
|||||
|
2023
Q4 | $297K | Sell |
|
|||||
|
2023
Q3 | $272K | Buy |
|
|||||
|
2023
Q2 | $262K | Sell |
|
|||||
|
2023
Q1 | $305K | Sell |
|
|||||
|
2022
Q4 | $368K | Sell |
|
|||||
|
2022
Q3 | $483K | Sell |
|
|||||
|
2022
Q2 | $11.2M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $47K | Buy |
|