AWA
Amplius Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
1,591
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $296K | Buy |
1,591
+7
| +0.4% | +$1.3K | 0.03% | 139 |
|
|
2024
Q4 | $314K | Hold |
1,584
| – | – | 0.03% | 133 |
|
|
2024
Q3 | $318K | Sell |
1,584
-37
| -2% | -$7.43K | 0.03% | 126 |
|
|
2024
Q2 | $296K | Buy |
1,621
+3
| +0.2% | +$548 | 0.03% | 129 |
|
|
2024
Q1 | $310K | Sell |
1,618
-31
| -2% | -$5.95K | 0.03% | 125 |
|
|
2023
Q4 | $297K | Sell |
1,649
-56
| -3% | -$10.1K | 0.04% | 124 |
|
|
2023
Q3 | $272K | Buy |
1,705
+118
| +7% | +$18.8K | 0.04% | 127 |
|
|
2023
Q2 | $262K | Sell |
1,587
-332
| -17% | -$54.9K | 0.04% | 130 |
|
|
2023
Q1 | $305K | Sell |
1,919
-396
| -17% | -$62.9K | 0.04% | 123 |
|
|
2022
Q4 | $368K | Sell |
2,315
-1,050
| -31% | -$167K | 0.06% | 107 |
|
|
2022
Q3 | $483K | Sell |
3,365
-71,628
| -96% | -$10.3M | 0.09% | 86 |
|
|
2022
Q2 | $11.2M | Buy |
+74,993
| New | +$11.2M | 1.82% | 20 |
|
|
2022
Q1 | – | Sell |
-263
| Closed | -$47K | – | 873 |
|
|
2021
Q4 | $47K | Buy |
+263
| New | +$47K | 0.01% | 343 |
|