AWA
Amplius Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
2,712
+588
| +28% | +$334K | 0.14% | 65 |
|
|
2025
Q1 | $1.09M | Buy |
2,124
+18
| +0.9% | +$9.25K | 0.11% | 71 |
|
|
2024
Q4 | $1.13M | Buy |
2,106
+3
| +0.1% | +$1.62K | 0.12% | 70 |
|
|
2024
Q3 | $1.11M | Buy |
2,103
+720
| +52% | +$380K | 0.12% | 67 |
|
|
2024
Q2 | $692K | Hold |
1,383
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $665K | Sell |
1,383
-302
| -18% | -$145K | 0.07% | 86 |
|
|
2023
Q4 | $736K | Buy |
1,685
+1
| +0.1% | +$437 | 0.09% | 78 |
|
|
2023
Q3 | $661K | Hold |
1,684
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $686K | Buy |
+1,684
| New | +$686K | 0.09% | 82 |
|
|
2022
Q1 | – | Sell |
-270
| Closed | -$117K | – | 897 |
|
|
2021
Q4 | $117K | Buy |
+270
| New | +$117K | 0.02% | 231 |
|