Amplius Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,342 shares of VB stock, worth $318,845. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,342
Previous 978 37.22%
Holding current value
$318,845
Previous $231,000 39.39%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$233.76 - $261.58 $85,088 - $95,215
364 Added 37.22%
1,342 $322,000
Q3 2024

Oct 16, 2024
BUY
$214.77 - $237.72 $429 - $475
2 Added 0.2%
978 $231,000
Q1 2024

Apr 16, 2024
SELL
$204.0 - $228.59 $12,852 - $14,401
-63 Reduced 6.06%
976 $223,000
Q4 2023

Jan 10, 2024
BUY
$175.26 - $215.9 $182,095 - $224,320
1,039 New
1,039 $221,000
Q1 2022

May 09, 2022
SELL
$198.73 - $227.97 $129,969 - $149,092
-654 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$215.13 - $239.37 $140,695 - $156,547
654 New
654 $147,000

Others Institutions Holding VB

# of Institutions
2,326
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email