AWA
Amplius Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
27,558
+22
| +0.1% | +$4.5K | 0.52% | 34 |
|
|
2025
Q1 | $5.34M | Sell |
27,536
-168
| -0.6% | -$32.6K | 0.56% | 34 |
|
|
2024
Q4 | $5.43M | Sell |
27,704
-231
| -0.8% | -$45.2K | 0.56% | 33 |
|
|
2024
Q3 | $5.53M | Sell |
27,935
-655
| -2% | -$130K | 0.6% | 32 |
|
|
2024
Q2 | $5.22M | Buy |
28,590
+315
| +1% | +$57.5K | 0.58% | 35 |
|
|
2024
Q1 | $5.16M | Sell |
28,275
-4,394
| -13% | -$802K | 0.58% | 34 |
|
|
2023
Q4 | $5.57M | Sell |
32,669
-526
| -2% | -$89.6K | 0.67% | 35 |
|
|
2023
Q3 | $5.16M | Sell |
33,195
-1,365
| -4% | -$212K | 0.69% | 31 |
|
|
2023
Q2 | $5.61M | Sell |
34,560
-718
| -2% | -$117K | 0.76% | 28 |
|
|
2023
Q1 | $5.43M | Sell |
35,278
-2,845
| -7% | -$438K | 0.78% | 26 |
|
|
2022
Q4 | $5.79M | Buy |
38,123
+312
| +0.8% | +$47.4K | 0.92% | 26 |
|
|
2022
Q3 | $5.11M | Sell |
37,811
-437
| -1% | -$59.1K | 0.91% | 26 |
|
|
2022
Q2 | $5.49M | Sell |
38,248
-15,548
| -29% | -$2.23M | 0.89% | 26 |
|
|
2022
Q1 | $8.72M | Sell |
53,796
-1,092
| -2% | -$177K | 1.34% | 22 |
|
|
2021
Q4 | $9.43M | Buy |
+54,888
| New | +$9.43M | 1.3% | 19 |
|