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 $466,231. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,995

Previous 2,980 0.5%

Holding current value

$466,231

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

1,199

Shares Held

70.4M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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