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 $487,423. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,979
Previous 3,304 9.84%
Holding current value
$487,423
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
1,107
Shares Held
68M
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
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