Angeles Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Buy |
22,219
+229
| +1% | +$100K | 0.55% | 13 |
|
|
2025
Q1 | $8.15M | Sell |
21,990
-5,450
| -20% | -$2.02M | 0.44% | 18 |
|
|
2024
Q4 | $11.3M | Sell |
27,440
-6,025
| -18% | -$2.47M | 0.54% | 17 |
|
|
2024
Q3 | $12.8M | Sell |
33,465
-14,065
| -30% | -$5.4M | 0.66% | 16 |
|
|
2024
Q2 | $17.8M | Buy |
47,530
+23,555
| +98% | +$8.81M | 0.91% | 17 |
|
|
2024
Q1 | $8.25M | Buy |
23,975
+8,970
| +60% | +$3.09M | 0.44% | 20 |
|
|
2023
Q4 | $4.66M | Sell |
15,005
-13,727
| -48% | -$4.27M | 0.28% | 26 |
|
|
2023
Q3 | $7.82M | Sell |
28,732
-2,573
| -8% | -$701K | 0.61% | 17 |
|
|
2023
Q2 | $8.86M | Sell |
31,305
-385
| -1% | -$109K | 0.75% | 13 |
|
|
2023
Q1 | $7.9M | Buy |
31,690
+11,140
| +54% | +$2.78M | 0.65% | 16 |
|
|
2022
Q4 | $4.38M | Buy |
20,550
+1,815
| +10% | +$387K | 0.37% | 18 |
|
|
2022
Q3 | $4.01M | Buy |
18,735
+16,110
| +614% | +$3.45M | 0.42% | 15 |
|
|
2022
Q2 | $585K | Hold |
2,625
| – | – | 0.05% | 31 |
|
|
2022
Q1 | $755K | Sell |
2,625
-98,752
| -97% | -$28.4M | 0.05% | 33 |
|
|
2021
Q4 | $32.5M | Buy |
101,377
+54,370
| +116% | +$17.4M | 1.62% | 12 |
|
|
2021
Q3 | $13.6M | Buy |
47,007
+36,850
| +363% | +$10.7M | 0.79% | 20 |
|
|
2021
Q2 | $2.91M | Buy |
10,157
+4,122
| +68% | +$1.18M | 0.18% | 32 |
|
|
2021
Q1 | $1.55M | Buy |
6,035
+3,480
| +136% | +$894K | 0.12% | 33 |
|
|
2020
Q4 | $647K | Buy |
2,555
+679
| +36% | +$172K | 0.07% | 63 |
|
|
2020
Q3 | $427K | Buy |
1,876
+386
| +26% | +$87.9K | 0.05% | 72 |
|
|
2020
Q2 | $301K | Buy |
+1,490
| New | +$301K | 0.04% | 79 |
|