Amplius Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

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 1,777 shares of VBK stock, worth $449,527. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,777

Previous 1,782 0.28%

Holding current value

$449,527

Previous $476,000 4.41%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$264.18 - $304.19 $1,320 - $1,520	-5 Reduced 0.28%	1,777 $497,000
Q3 2024 Oct 16, 2024	SELL	$240.48 - $267.94 $6,973 - $7,770	-29 Reduced 1.6%	1,782 $476,000
Q2 2024 Jul 22, 2024	SELL	$237.63 - $258.31 $19,010 - $20,664	-80 Reduced 4.23%	1,811 $452,000
Q1 2024 Apr 16, 2024	SELL	$231.0 - $260.72 $2,772 - $3,128	-12 Reduced 0.63%	1,891 $493,000
Q4 2023 Jan 10, 2024	SELL	$196.36 - $245.46 $32,792 - $40,991	-167 Reduced 8.07%	1,903 $460,000
Q3 2023 Oct 17, 2023	BUY	$210.59 - $239.48 $18,321 - $20,834	87 Added 4.39%	2,070 $443,000
Q2 2023 Jul 26, 2023	SELL	$209.12 - $229.74 $5,437 - $5,973	-26 Reduced 1.29%	1,983 $455,000
Q1 2023 Apr 25, 2023	SELL	$198.77 - $233.54 $60,227 - $70,762	-303 Reduced 13.11%	2,009 $434,000
Q4 2022 Jan 19, 2023	SELL	$192.0 - $216.09 $189,120 - $212,848	-985 Reduced 29.88%	2,312 $0
Q3 2022 Nov 10, 2022	SELL	$192.77 - $237.17 $10.8 Million - $13.2 Million	-55,828 Reduced 94.42%	3,297 $643,000
Q2 2022 Jul 21, 2022	BUY	$188.16 - $253.27 $9.95 Million - $13.4 Million	52,891 Added 848.43%	59,125 $11.6 Million
Q1 2022 May 09, 2022	BUY	$224.28 - $282.83 $1.07 Million - $1.35 Million	4,766 Added 324.66%	6,234 $1.55 Million
Q4 2021 Jan 28, 2022	BUY	$269.22 - $305.79 $395,214 - $448,899	1,468 New	1,468 $413,000

Others Institutions Holding VBK

# of Institutions

1,229

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Vanguard Small Cap Growth ETF Transaction History