AWA
Amplius Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Hold |
2,995
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $481K | Buy |
2,995
+15
| +0.5% | +$2.41K | 0.05% | 113 |
|
|
2024
Q4 | $482K | Buy |
2,980
+1
| +0% | +$162 | 0.05% | 108 |
|
|
2024
Q3 | $500K | Sell |
2,979
-325
| -10% | -$54.5K | 0.05% | 98 |
|
|
2024
Q2 | $497K | Sell |
3,304
-528
| -14% | -$79.4K | 0.06% | 99 |
|
|
2024
Q1 | $597K | Sell |
3,832
-1,410
| -27% | -$220K | 0.07% | 92 |
|
|
2023
Q4 | $760K | Sell |
5,242
-460
| -8% | -$66.7K | 0.09% | 76 |
|
|
2023
Q3 | $747K | Sell |
5,702
-233
| -4% | -$30.5K | 0.1% | 76 |
|
|
2023
Q2 | $821K | Sell |
5,935
-2,047
| -26% | -$283K | 0.11% | 71 |
|
|
2023
Q1 | $1.07M | Sell |
7,982
-1,206
| -13% | -$162K | 0.15% | 68 |
|
|
2022
Q4 | $1.24M | Sell |
9,188
-1,110
| -11% | -$150K | 0.2% | 60 |
|
|
2022
Q3 | $1.25M | Sell |
10,298
-604
| -6% | -$73.6K | 0.22% | 54 |
|
|
2022
Q2 | $1.41M | Sell |
10,902
-1,882
| -15% | -$244K | 0.23% | 55 |
|
|
2022
Q1 | $1.91M | Sell |
12,784
-543
| -4% | -$81.3K | 0.29% | 42 |
|
|
2021
Q4 | $2M | Buy |
+13,327
| New | +$2M | 0.28% | 45 |
|