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

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

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 1,591 shares of VBR stock, worth $332,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,591
Previous 1,591 -0.0%
Holding current value
$332,487
Previous $295,000 5.08%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$183.02 - $207.75 $1,281 - $1,454
7 Added 0.44%
1,591 $295,000
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

# of Institutions
1,762
Shares Held
91.3M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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