AWA
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Amplius Wealth Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Amplius Wealth Advisors’s Portfolio VTWG Stock Details VTWG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,725
Closed -$450K – 179
2023
Q1 		$450K Buy
2,725
+73
+3% +$12K 0.06% 104
2022
Q4 		$413K Buy
+2,652
New +$413K 0.07% 101