A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,584 shares of VBR stock, worth $316,245. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,621 2.28%
Holding current value
$316,245
Previous $295,000 7.8%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$179.99 - $201.6 $6,659 - $7,459
-37 Reduced 2.28%
1,584 $318,000
Q2 2024

Jul 22, 2024

BUY
$177.65 - $191.11 $532 - $573
3 Added 0.19%
1,621 $295,000
Q1 2024

Apr 16, 2024

SELL
$172.45 - $191.88 $5,345 - $5,948
-31 Reduced 1.88%
1,618 $310,000
Q4 2023

Jan 10, 2024

SELL
$149.18 - $181.94 $8,354 - $10,188
-56 Reduced 3.28%
1,649 $296,000
Q3 2023

Oct 17, 2023

BUY
$157.33 - $174.39 $18,564 - $20,578
118 Added 7.44%
1,705 $271,000
Q2 2023

Jul 26, 2023

SELL
$150.74 - $165.4 $50,045 - $54,912
-332 Reduced 17.3%
1,587 $262,000
Q1 2023

Apr 25, 2023

SELL
$150.22 - $177.69 $59,487 - $70,365
-396 Reduced 17.11%
1,919 $304,000
Q4 2022

Jan 19, 2023

SELL
$147.25 - $169.54 $154,612 - $178,017
-1,050 Reduced 31.2%
2,315 $0
Q3 2022

Nov 10, 2022

SELL
$143.4 - $172.87 $10.3 Million - $12.4 Million
-71,628 Reduced 95.51%
3,365 $483,000
Q2 2022

Jul 21, 2022

BUY
$146.67 - $178.24 $11 Million - $13.4 Million
74,993 New
74,993 $11.2 Million
Q1 2022

May 09, 2022

SELL
$165.62 - $182.58 $43,558 - $48,018
-263 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$168.72 - $185.72 $44,373 - $48,844
263 New
263 $47,000

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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