AWA
Amplius Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
4,722
+1
| +0% | +$57 | 0.03% | 168 |
|
|
2025
Q1 | $240K | Buy |
+4,721
| New | +$240K | 0.03% | 163 |
|
|
2024
Q4 | – | Sell |
-4,028
| Closed | -$213K | – | 186 |
|
|
2024
Q3 | $213K | Buy |
+4,028
| New | +$213K | 0.02% | 167 |
|
|
2024
Q1 | – | Sell |
-5,839
| Closed | -$280K | – | 186 |
|
|
2023
Q4 | $280K | Buy |
+5,839
| New | +$280K | 0.03% | 131 |
|
|
2022
Q2 | – | Sell |
-4,692
| Closed | -$225K | – | 196 |
|
|
2022
Q1 | $225K | Buy |
4,692
+7
| +0.1% | +$336 | 0.03% | 159 |
|
|
2021
Q4 | $239K | Buy |
+4,685
| New | +$239K | 0.03% | 169 |
|