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

Amplius Wealth Advisors, LLC

  • $759 Million
  • Q2 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 1,811 shares of VBK stock, worth $480,566. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,891 4.23%
Holding current value
$480,566
Previous $493,000 8.32%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,061
Shares Held
41.3M
Call Options Held
30.1K
Put Options Held
19.9K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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