Amplius Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,952 shares of VBK stock, worth $728,966. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,952
Previous 1,777
66.12%
Holding current value
$728,966
Previous $497,000
50.1%
% of portfolio
0.08%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding VBK
# of Institutions
1,220Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.36 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$472 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$445 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$417 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$360 Million1.12% of portfolio