AWA
Amplius Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,052
| Closed | -$323K | – | 194 |
|
|
2022
Q3 | $323K | Buy |
2,052
+376
| +22% | +$59.2K | 0.06% | 112 |
|
|
2022
Q2 | $273K | Buy |
+1,676
| New | +$273K | 0.04% | 134 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$10K | – | 887 |
|
|
2021
Q4 | $10K | Buy |
+50
| New | +$10K | ﹤0.01% | 619 |
|