Amplius Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 4,156 shares of VTI stock, worth $1.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,156

Previous 4,146 0.24%

Holding current value

$1.23 Million

Previous $1.11 Million 6.04%

% of portfolio

0.14%

Previous 0.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$255.18 - $283.2 $2,551 - $2,832	10 Added 0.24%	4,156 $1.18 Million
Q2 2024 Jul 22, 2024	SELL	$245.23 - $269.4 $4,659 - $5,118	-19 Reduced 0.46%	4,146 $1.11 Million
Q1 2024 Apr 16, 2024	SELL	$232.77 - $260.14 $83,564 - $93,390	-359 Reduced 7.94%	4,165 $1.08 Million
Q3 2023 Oct 17, 2023	BUY	$211.41 - $228.35 $422 - $456	2 Added 0.04%	4,524 $960,000
Q2 2023 Jul 26, 2023	SELL	$200.75 - $220.28 $324,813 - $356,413	-1,618 Reduced 26.35%	4,522 $996,000
Q1 2023 Apr 25, 2023	SELL	$189.85 - $210.01 $2,278 - $2,520	-12 Reduced 0.2%	6,140 $1.25 Million
Q4 2022 Jan 19, 2023	BUY	$179.3 - $204.18 $3,586 - $4,083	20 Added 0.33%	6,152 $0
Q3 2022 Nov 10, 2022	BUY	$179.47 - $216.24 $388,911 - $468,592	2,167 Added 54.65%	6,132 $1.1 Million
Q2 2022 Jul 21, 2022	SELL	$183.02 - $230.52 $34,041 - $42,876	-186 Reduced 4.48%	3,965 $748,000
Q1 2022 May 09, 2022	SELL	$209.9 - $242.97 $7,556 - $8,746	-36 Reduced 0.86%	4,151 $945,000
Q4 2021 Jan 28, 2022	BUY	$221.73 - $242.96 $928,383 - $1.02 Million	4,187 New	4,187 $1.01 Million

Others Institutions Holding VTI

# of Institutions

3,042

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History