Amplius Wealth Advisors, LLC Vanguard World Fd Esg U S Corp Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$66.76 - $72.88 $15,955 - $17,418	-239 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$72.79 - $74.53 $17,396 - $17,812	239 New	239 $17,000

Others Institutions Holding VCEB

# of Institutions

86

Shares Held

3.66M

Call Options Held

0

Put Options Held

0

Vanguard Group Inc Valley Forge, PA

1.09M
Shares

$68.5 Million
0.0% of portfolio
Banco Bilbao Vizcaya Argentaria, S.A.

332K
Shares

$20.9 Million
0.25% of portfolio
Truist Financial Corp

236K
Shares

$14.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

222K
Shares

$14 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

193K
Shares

$12.2 Million
0.64% of portfolio

About VANGUARD WORLD FD ESG U S CORP

Ticker VCEB
Sector ETFs
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