AWA
Amplius Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
1,117
+38
| +4% | +$16.7K | 0.05% | 120 |
|
|
2025
Q1 | $400K | Buy |
1,079
+104
| +11% | +$38.6K | 0.04% | 124 |
|
|
2024
Q4 | $400K | Buy |
975
+142
| +17% | +$58.3K | 0.04% | 120 |
|
|
2024
Q3 | $320K | Buy |
833
+9
| +1% | +$3.45K | 0.03% | 124 |
|
|
2024
Q2 | $308K | Sell |
824
-73
| -8% | -$27.3K | 0.03% | 126 |
|
|
2024
Q1 | $309K | Buy |
897
+156
| +21% | +$53.7K | 0.03% | 127 |
|
|
2023
Q4 | $230K | Sell |
741
-38
| -5% | -$11.8K | 0.03% | 153 |
|
|
2023
Q3 | $212K | Sell |
779
-5
| -0.6% | -$1.36K | 0.03% | 147 |
|
|
2023
Q2 | $222K | Buy |
+784
| New | +$222K | 0.03% | 152 |
|
|
2022
Q4 | – | Sell |
-1,010
| Closed | -$216K | – | 196 |
|
|
2022
Q3 | $216K | Buy |
+1,010
| New | +$216K | 0.04% | 142 |
|
|
2022
Q2 | – | Sell |
-1,405
| Closed | -$404K | – | 198 |
|
|
2022
Q1 | $404K | Sell |
1,405
-204
| -13% | -$58.7K | 0.06% | 113 |
|
|
2021
Q4 | $516K | Buy |
+1,609
| New | +$516K | 0.07% | 102 |
|