Angeles Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,130
+1
| +0.1% | +$195 | 0.02% | 312 |
|
|
2025
Q1 | $210K | Hold |
1,129
| – | – | 0.02% | 276 |
|
|
2024
Q4 | $224K | Hold |
1,129
| – | – | 0.02% | 268 |
|
|
2024
Q3 | $227K | Sell |
1,129
-849
| -43% | -$170K | 0.02% | 247 |
|
|
2024
Q2 | $361K | Hold |
1,978
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $380K | Hold |
1,978
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $356K | Sell |
1,978
-48
| -2% | -$8.64K | 0.04% | 134 |
|
|
2023
Q3 | $323K | Buy |
2,026
+48
| +2% | +$7.66K | 0.05% | 123 |
|
|
2023
Q2 | $327K | Hold |
1,978
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $314K | Hold |
1,978
| – | – | 0.05% | 127 |
|
|
2022
Q4 | $314K | Hold |
1,978
| – | – | 0.06% | 124 |
|
|
2022
Q3 | $284K | Hold |
1,978
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $296K | Hold |
1,978
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $348K | Buy |
+1,978
| New | +$348K | 0.07% | 122 |
|