AMPLIUS WEALTH ADVISORS, LLC – Vanguard Mid-Cap Value Index Fund Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$1.25M
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-5.98%
quarter
Vanguard Mid-Cap Value Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.54% | -604 shares | -158K | $121.77 | 10.29K |
| Q2 2022 | share | Decrease | -14.72% | -1.88K shares | -501K | $129.52 | 10.90K |
| Q1 2022 | share | Decrease | -4.07% | -543 shares | -90K | $149.67 | 12.78K |
| Q4 2021 | share | Increase | 0.00% | 13.32K shares | 2.00M | $150.11 | 13.32K |