Amplius Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,159 shares of VT stock, worth $300,619. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,159
Previous 4,871 55.68%
Holding current value
$300,619
Previous $626,000 52.56%
% of portfolio
0.03%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$128.41 - $138.03 $348,247 - $374,337
-2,712 Reduced 55.68%
2,159 $297,000
Q2 2025

Aug 04, 2025
BUY
$103.16 - $128.52 $502,492 - $626,020
4,871 New
4,871 $626,000
Q1 2022

May 09, 2022
SELL
$93.8 - $108.09 $47,650 - $54,909
-508 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$101.45 - $109.23 $51,536 - $55,488
508 New
508 $54,000

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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