Angeles Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
2,361
+1,063
| +82% | +$252K | 0.04% | 173 |
|
|
2025
Q1 | $288K | Hold |
1,298
| – | – | 0.02% | 221 |
|
|
2024
Q4 | $312K | Hold |
1,298
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $308K | Hold |
1,298
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $283K | Sell |
1,298
-90
| -6% | -$19.6K | 0.03% | 189 |
|
|
2024
Q1 | $317K | Sell |
1,388
-410
| -23% | -$93.7K | 0.03% | 164 |
|
|
2023
Q4 | $384K | Sell |
1,798
-80
| -4% | -$17.1K | 0.05% | 128 |
|
|
2023
Q3 | $355K | Sell |
1,878
-1,575
| -46% | -$298K | 0.05% | 115 |
|
|
2023
Q2 | $687K | Sell |
3,453
-29,279
| -89% | -$5.82M | 0.09% | 92 |
|
|
2023
Q1 | $6.2M | Buy |
32,732
+3,296
| +11% | +$625K | 0.92% | 22 |
|
|
2022
Q4 | $5.4M | Buy |
29,436
+1,776
| +6% | +$326K | 0.95% | 22 |
|
|
2022
Q3 | $4.73M | Buy |
27,660
+2,567
| +10% | +$439K | 0.94% | 24 |
|
|
2022
Q2 | $4.42M | Buy |
25,093
+5,843
| +30% | +$1.03M | 0.88% | 25 |
|
|
2022
Q1 | $4.09M | Buy |
+19,250
| New | +$4.09M | 0.77% | 21 |
|