Amplius Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $499K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $309K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $516K | Buy |
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