Angeles Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-790
| Closed | -$91.6K | – | 35 |
|
|
2025
Q1 | $91.6K | Buy |
790
+565
| +251% | +$65.5K | ﹤0.01% | 28 |
|
|
2024
Q4 | $26.4K | Buy |
+225
| New | +$26.4K | ﹤0.01% | 190 |
|
|
2024
Q3 | – | Sell |
-450
| Closed | -$50.7K | – | 228 |
|
|
2024
Q2 | $50.7K | Hold |
450
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $49.7K | Hold |
450
| – | – | ﹤0.01% | 213 |
|
|
2023
Q4 | $46.3K | Buy |
450
+102
| +29% | +$10.5K | ﹤0.01% | 190 |
|
|
2023
Q3 | $32.4K | Sell |
348
-110,503
| -100% | -$10.3M | ﹤0.01% | 177 |
|
|
2023
Q2 | $10.8M | Buy |
110,851
+109,001
| +5,892% | +$10.6M | 0.91% | 11 |
|
|
2023
Q1 | $170K | Buy |
1,850
+250
| +16% | +$23K | 0.01% | 148 |
|
|
2022
Q4 | $138K | Buy |
1,600
+600
| +60% | +$51.7K | 0.01% | 106 |
|
|
2022
Q3 | $79K | Sell |
1,000
-11,435
| -92% | -$903K | 0.01% | 41 |
|
|
2022
Q2 | $1.06M | Buy |
12,435
+7,135
| +135% | +$609K | 0.1% | 22 |
|
|
2022
Q1 | $537K | Sell |
5,300
-318,946
| -98% | -$32.3M | 0.04% | 40 |
|
|
2021
Q4 | $34.8M | Buy |
324,246
+119,815
| +59% | +$12.9M | 1.73% | 11 |
|
|
2021
Q3 | $20.8M | Buy |
204,431
+13,785
| +7% | +$1.4M | 1.21% | 11 |
|
|
2021
Q2 | $19.8M | Sell |
190,646
-9,005
| -5% | -$933K | 1.23% | 12 |
|
|
2021
Q1 | $19.4M | Sell |
199,651
-14,575
| -7% | -$1.42M | 1.51% | 9 |
|
|
2020
Q4 | $19.8M | Sell |
214,226
-1,981
| -0.9% | -$183K | 2% | 9 |
|
|
2020
Q3 | $17.4M | Sell |
216,207
-8,556
| -4% | -$690K | 2.18% | 6 |
|
|
2020
Q2 | $16.8M | Sell |
224,763
-93,604
| -29% | -$7M | 2.38% | 8 |
|
|
2020
Q1 | $22.4M | Buy |
318,367
+302,917
| +1,961% | +$21.3M | 6.04% | 4 |
|
|
2019
Q4 | $1.25M | Sell |
15,450
-650
| -4% | -$52.6K | 0.25% | 23 |
|
|
2019
Q3 | $1.21M | Buy |
+16,100
| New | +$1.21M | 0.26% | 21 |
|
|
2019
Q1 | – | Sell |
-59,850
| Closed | -$3.92M | – | 48 |
|
|
2018
Q4 | $3.92M | Buy |
+59,850
| New | +$3.92M | 3.4% | 6 |
|