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

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

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 2,979 shares of VOE stock, worth $508,753. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,979
Previous 3,304 9.84%
Holding current value
$508,753
Previous $497,000 0.4%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email