AWA
Amplius Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
12,532
-1,031
| -8% | -$182K | 0.21% | 56 |
|
|
2025
Q1 | $2.34M | Buy |
13,563
+1,345
| +11% | +$232K | 0.24% | 50 |
|
|
2024
Q4 | $2.07M | Buy |
12,218
+15
| +0.1% | +$2.54K | 0.21% | 51 |
|
|
2024
Q3 | $2.13M | Sell |
12,203
-135
| -1% | -$23.6K | 0.23% | 50 |
|
|
2024
Q2 | $1.98M | Sell |
12,338
-2,657
| -18% | -$426K | 0.22% | 54 |
|
|
2024
Q1 | $2.44M | Sell |
14,995
-3,627
| -19% | -$591K | 0.27% | 47 |
|
|
2023
Q4 | $2.78M | Sell |
18,622
-1,401
| -7% | -$209K | 0.34% | 44 |
|
|
2023
Q3 | $2.76M | Sell |
20,023
-1,859
| -8% | -$256K | 0.37% | 42 |
|
|
2023
Q2 | $3.11M | Sell |
21,882
-147
| -0.7% | -$20.9K | 0.42% | 41 |
|
|
2023
Q1 | $3.04M | Buy |
22,029
+327
| +2% | +$45.2K | 0.44% | 40 |
|
|
2022
Q4 | $3.05M | Sell |
21,702
-416
| -2% | -$58.4K | 0.49% | 39 |
|
|
2022
Q3 | $2.73M | Sell |
22,118
-1,009
| -4% | -$125K | 0.49% | 37 |
|
|
2022
Q2 | $3.05M | Sell |
23,127
-8,699
| -27% | -$1.15M | 0.49% | 40 |
|
|
2022
Q1 | $4.7M | Buy |
31,826
+5,064
| +19% | +$748K | 0.72% | 32 |
|
|
2021
Q4 | $3.94M | Buy |
+26,762
| New | +$3.94M | 0.54% | 35 |
|