AMPLIUS WEALTH ADVISORS, LLC – Vanguard Financials Index Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$206,000
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.56%
quarter
Vanguard Financials Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.04% | 1 shares | -8K | $74.44 | 2.77K |
| Q2 2022 | share | Decrease | -6.73% | -200 shares | -63K | $77.19 | 2.77K |
| Q1 2022 | share | Increase | +2.70% | 78 shares | -2K | $93.39 | 2.97K |
| Q4 2021 | share | Increase | 0.00% | 2.89K shares | 279K | $96.67 | 2.89K |