Vanguard Value ETF shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 15k | 162.86 |
| 2023-12-31 | $2.8M | 19k | 149.50 |
| 2023-09-30 | $2.8M | 20k | 137.93 |
| 2023-06-30 | $3.1M | 22k | 142.10 |
| 2023-03-31 | $3.0M | 22k | 138.11 |
| 2022-12-31 | $3.0M | 22k | 140.37 |
| 2022-09-30 | $2.7M | 22k | 123.47 |
| 2022-06-30 | $3.1M | 23k | 131.88 |
| 2022-03-31 | $4.7M | 32k | 147.77 |
| 2021-12-31 | $3.9M | 27k | 147.07 |