Amplius Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,995 shares of VOE stock, worth $476,414. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,995

Previous 2,980 0.5%

Holding current value

$476,414

Previous $482,000 1.24%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$156.61 - $168.02 $2,349 - $2,520	15 Added 0.5%	2,995 $476,000
Q4 2024 Jan 16, 2025	BUY	$160.89 - $176.18 $160 - $176	1 Added 0.03%	2,980 $482,000
Q3 2024 Oct 16, 2024	SELL	$149.02 - $167.67 $48,431 - $54,492	-325 Reduced 9.84%	2,979 $499,000
Q2 2024 Jul 22, 2024	SELL	$146.82 - $155.77 $77,520 - $82,246	-528 Reduced 13.78%	3,304 $497,000
Q1 2024 Apr 16, 2024	SELL	$141.07 - $155.91 $198,908 - $219,833	-1,410 Reduced 26.9%	3,832 $597,000
Q4 2023 Jan 10, 2024	SELL	$124.27 - $145.8 $57,164 - $67,068	-460 Reduced 8.07%	5,242 $760,000
Q3 2023 Oct 17, 2023	SELL	$130.77 - $144.24 $30,469 - $33,607	-233 Reduced 3.93%	5,702 $746,000
Q2 2023 Jul 26, 2023	SELL	$127.92 - $138.38 $261,852 - $283,263	-2,047 Reduced 25.65%	5,935 $821,000
Q1 2023 Apr 25, 2023	SELL	$126.74 - $147.12 $152,848 - $177,426	-1,206 Reduced 13.13%	7,982 $1.07 Million
Q4 2022 Jan 19, 2023	SELL	$122.51 - $142.75 $135,986 - $158,452	-1,110 Reduced 10.78%	9,188 $0
Q3 2022 Nov 10, 2022	SELL	$121.77 - $145.8 $73,549 - $88,063	-604 Reduced 5.54%	10,298 $1.25 Million
Q2 2022 Jul 21, 2022	SELL	$126.2 - $153.17 $237,508 - $288,265	-1,882 Reduced 14.72%	10,902 $1.41 Million
Q1 2022 May 09, 2022	SELL	$140.72 - $152.6 $76,410 - $82,861	-543 Reduced 4.07%	12,784 $1.91 Million
Q4 2021 Jan 28, 2022	BUY	$140.47 - $150.69 $1.87 Million - $2.01 Million	13,327 New	13,327 $2 Million

Others Institutions Holding VOE

# of Institutions

1,200

Shares Held

71.2M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

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.

Account

Amplius Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History