AWA
Amplius Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
8,613
-52
| -0.6% | -$5.68K | 0.09% | 84 |
|
|
2025
Q1 | $804K | Buy |
8,665
+8
| +0.1% | +$742 | 0.08% | 84 |
|
|
2024
Q4 | $894K | Sell |
8,657
-6
| -0.1% | -$620 | 0.09% | 78 |
|
|
2024
Q3 | $836K | Sell |
8,663
-2
| -0% | -$193 | 0.09% | 77 |
|
|
2024
Q2 | $813K | Sell |
8,665
-96
| -1% | -$9.01K | 0.09% | 77 |
|
|
2024
Q1 | $759K | Sell |
8,761
-788
| -8% | -$68.3K | 0.09% | 82 |
|
|
2023
Q4 | $745K | Sell |
9,549
-741
| -7% | -$57.8K | 0.09% | 77 |
|
|
2023
Q3 | $704K | Sell |
10,290
-184
| -2% | -$12.6K | 0.09% | 80 |
|
|
2023
Q2 | $741K | Sell |
10,474
-6,122
| -37% | -$433K | 0.1% | 77 |
|
|
2023
Q1 | $1.04M | Sell |
16,596
-896,109
| -98% | -$56.4M | 0.15% | 69 |
|
|
2022
Q4 | $50.3M | Buy |
+912,705
| New | +$50.3M | 8.03% | 3 |
|