AWA
Amplius Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
2,943
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $352K | Hold |
2,943
| – | – | 0.04% | 127 |
|
|
2024
Q4 | $347K | Sell |
2,943
-150
| -5% | -$17.7K | 0.04% | 125 |
|
|
2024
Q3 | $340K | Hold |
3,093
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $309K | Hold |
3,093
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $317K | Hold |
3,093
| – | – | 0.04% | 123 |
|
|
2023
Q4 | $285K | Hold |
3,093
| – | – | 0.03% | 128 |
|
|
2023
Q3 | $248K | Hold |
3,093
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $251K | Hold |
3,093
| – | – | 0.03% | 136 |
|
|
2023
Q1 | $241K | Buy |
3,093
+200
| +7% | +$15.6K | 0.03% | 141 |
|
|
2022
Q4 | $239K | Buy |
2,893
+120
| +4% | +$9.93K | 0.04% | 138 |
|
|
2022
Q3 | $206K | Buy |
2,773
+1
| +0% | +$74 | 0.04% | 147 |
|
|
2022
Q2 | $214K | Sell |
2,772
-200
| -7% | -$15.4K | 0.03% | 156 |
|
|
2022
Q1 | $277K | Buy |
2,972
+78
| +3% | +$7.27K | 0.04% | 137 |
|
|
2021
Q4 | $279K | Buy |
+2,894
| New | +$279K | 0.04% | 161 |
|