Angeles Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$21.3K | – | 232 |
|
|
2023
Q4 | $21.3K | Sell |
100
-8,100
| -99% | -$1.73M | ﹤0.01% | 192 |
|
|
2023
Q3 | $1.55M | Sell |
8,200
-4,025
| -33% | -$761K | 0.12% | 27 |
|
|
2023
Q2 | $2.43M | Buy |
12,225
+2,300
| +23% | +$457K | 0.21% | 22 |
|
|
2023
Q1 | $1.88M | Buy |
+9,925
| New | +$1.88M | 0.15% | 23 |
|
|
2022
Q1 | – | Sell |
-1,533
| Closed | -$346K | – | 214 |
|
|
2021
Q4 | $346K | Buy |
+1,533
| New | +$346K | 0.02% | 157 |
|