AWA
Amplius Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,622
+74
| +2% | +$22.5K | 0.13% | 68 |
|
|
2025
Q1 | $1.25M | Buy |
4,548
+4
| +0.1% | +$1.1K | 0.13% | 67 |
|
|
2024
Q4 | $1.32M | Buy |
4,544
+388
| +9% | +$112K | 0.14% | 63 |
|
|
2024
Q3 | $1.18M | Buy |
4,156
+10
| +0.2% | +$2.83K | 0.13% | 66 |
|
|
2024
Q2 | $1.11M | Sell |
4,146
-19
| -0.5% | -$5.08K | 0.12% | 68 |
|
|
2024
Q1 | $1.08M | Sell |
4,165
-359
| -8% | -$93.3K | 0.12% | 71 |
|
|
2023
Q4 | $1.07M | Hold |
4,524
| – | – | 0.13% | 63 |
|
|
2023
Q3 | $961K | Buy |
4,524
+2
| +0% | +$425 | 0.13% | 68 |
|
|
2023
Q2 | $996K | Sell |
4,522
-1,618
| -26% | -$356K | 0.13% | 67 |
|
|
2023
Q1 | $1.25M | Sell |
6,140
-12
| -0.2% | -$2.45K | 0.18% | 62 |
|
|
2022
Q4 | $1.18M | Buy |
6,152
+20
| +0.3% | +$3.82K | 0.19% | 63 |
|
|
2022
Q3 | $1.1M | Buy |
6,132
+2,167
| +55% | +$389K | 0.2% | 56 |
|
|
2022
Q2 | $748K | Sell |
3,965
-186
| -4% | -$35.1K | 0.12% | 69 |
|
|
2022
Q1 | $945K | Sell |
4,151
-36
| -0.9% | -$8.2K | 0.15% | 68 |
|
|
2021
Q4 | $1.01M | Buy |
+4,187
| New | +$1.01M | 0.14% | 69 |
|