Angeles Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $178K | Sell |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $227K | Sell |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $380K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $348K | Buy |
|