Amplius Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Amplius Wealth Advisors, LLC

$759 Million
Q2 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 28,590 shares of VIG stock, worth $5.21 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

28,590

Previous 28,275 1.11%

Holding current value

$5.21 Million

Previous $5.16 Million 1.08%

% of portfolio

0.69%

Previous 0.63%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $54,598 - $58,366	315 Added 1.11%	28,590 $5.22 Million
Q1 2024 Apr 16, 2024	SELL	$168.47 - $182.98 $740,257 - $804,014	-4,394 Reduced 13.45%	28,275 $5.16 Million
Q4 2023 Jan 10, 2024	SELL	$150.16 - $171.16 $78,984 - $90,030	-526 Reduced 1.58%	32,669 $5.57 Million
Q3 2023 Oct 17, 2023	SELL	$155.38 - $166.95 $212,093 - $227,886	-1,365 Reduced 3.95%	33,195 $5.16 Million
Q2 2023 Jul 26, 2023	SELL	$152.74 - $162.43 $109,667 - $116,624	-718 Reduced 2.04%	34,560 $5.61 Million
Q1 2023 Apr 25, 2023	SELL	$147.24 - $158.33 $418,897 - $450,448	-2,845 Reduced 7.46%	35,278 $5.43 Million
Q4 2022 Jan 19, 2023	BUY	$144.84 - $158.71 $45,190 - $49,517	312 Added 0.83%	38,123 $0
Q3 2022 Nov 10, 2022	SELL	N/A	-437 Reduced 1.14%	37,811 $5.11 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-15,548 Reduced 28.9%	38,248 $5.49 Million
Q1 2022 May 09, 2022	SELL	N/A	-1,092 Reduced 1.99%	53,796 $8.72 Million
Q4 2021 Jan 28, 2022	BUY	N/A	54,888 New	54,888 $9.43 Million

Others Institutions Holding VIG

# of Institutions

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Amplius Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History