Amplius Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Sell
2025
Q2
$2.21M Sell
2025
Q1
$2.34M Buy
2024
Q4
$2.07M Buy
2024
Q3
$2.13M Sell
2024
Q2
$1.98M Sell
2024
Q1
$2.44M Sell
2023
Q4
$2.78M Sell
2023
Q3
$2.76M Sell
2023
Q2
$3.11M Sell
2023
Q1
$3.04M Buy
2022
Q4
$3.05M Sell
2022
Q3
$2.73M Sell
2022
Q2
$3.05M Sell
2022
Q1
$4.7M Buy
2021
Q4
$3.94M Buy