Amplius Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Amplius Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$298K	Sell
2025 Q2	$626K	Buy
2022 Q1	–	Sell
2021 Q4	$54K	Buy