Angeles Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
2,601
+1,809
| +228% | +$501K | 0.05% | 140 |
|
|
2025
Q1 | $199K | Hold |
792
| – | – | 0.02% | 285 |
|
|
2024
Q4 | $222K | Hold |
792
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $212K | Hold |
792
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $198K | Hold |
792
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $206K | Hold |
792
| – | – | 0.02% | 209 |
|
|
2023
Q4 | $191K | Hold |
792
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $170K | Buy |
792
+37
| +5% | +$7.93K | 0.02% | 172 |
|
|
2023
Q2 | $173K | Hold |
755
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $163K | Hold |
755
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $151K | Sell |
755
-550
| -42% | -$110K | 0.03% | 176 |
|
|
2022
Q3 | $255K | Hold |
1,305
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $257K | Hold |
1,305
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $324K | Buy |
+1,305
| New | +$324K | 0.06% | 131 |
|