Angeles Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$423K | – | 215 |
|
|
2021
Q4 | $423K | Sell |
1,500
-55
| -4% | -$15.5K | 0.02% | 136 |
|
|
2021
Q3 | $436K | Sell |
1,555
-45
| -3% | -$12.6K | 0.03% | 119 |
|
|
2021
Q2 | $464K | Sell |
1,600
-500
| -24% | -$145K | 0.03% | 92 |
|
|
2021
Q1 | $577K | Hold |
2,100
| – | – | 0.04% | 74 |
|
|
2020
Q4 | $562K | Sell |
2,100
-450
| -18% | -$120K | 0.06% | 71 |
|
|
2020
Q3 | $548K | Buy |
+2,550
| New | +$548K | 0.07% | 57 |
|