Amplius Wealth Advisors, LLC Vanguard Growth ETF Transaction History

Amplius Wealth Advisors, LLC

$881 Million
Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,079 shares of VUG stock, worth $445,778. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,079

Previous 975 10.67%

Holding current value

$445,778

Previous $400,000 0.25%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$369.1 - $427.61 $38,386 - $44,471	104 Added 10.67%	1,079 $399,000
Q4 2024 Jan 16, 2025	BUY	$378.79 - $428.11 $53,788 - $60,791	142 Added 17.05%	975 $400,000
Q3 2024 Oct 16, 2024	BUY	$341.08 - $391.94 $3,069 - $3,527	9 Added 1.09%	833 $319,000
Q2 2024 Jul 22, 2024	SELL	$322.46 - $377.11 $23,539 - $27,529	-73 Reduced 8.14%	824 $308,000
Q1 2024 Apr 16, 2024	BUY	$301.05 - $346.61 $46,963 - $54,071	156 Added 21.05%	897 $308,000
Q4 2023 Jan 10, 2024	SELL	$261.54 - $312.16 $9,938 - $11,862	-38 Reduced 4.88%	741 $230,000
Q3 2023 Oct 17, 2023	SELL	$269.56 - $293.5 $1,347 - $1,467	-5 Reduced 0.64%	779 $212,000
Q2 2023 Jul 26, 2023	BUY	$243.06 - $282.96 $190,559 - $221,840	784 New	784 $221,000
Q3 2022 Nov 10, 2022	BUY	$213.95 - $266.28 $216,089 - $268,942	1,010 New	1,010 $216,000
Q2 2022 Jul 21, 2022	SELL	$214.97 - $293.87 $302,032 - $412,887	-1,405 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$254.37 - $323.09 $51,891 - $65,910	-204 Reduced 12.68%	1,405 $404,000
Q4 2021 Jan 28, 2022	BUY	$287.0 - $325.67 $461,783 - $524,003	1,609 New	1,609 $516,000

Others Institutions Holding VUG

# of Institutions

2,679

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Vanguard Growth ETF Transaction History