Angeles Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7M | Sell |
138,473
-4,569
| -3% | -$2.6M | 5.4% | 5 |
|
|
2025
Q1 | $73.5M | Buy |
143,042
+3,559
| +3% | +$1.83M | 6.11% | 4 |
|
|
2024
Q4 | $75.2M | Buy |
139,483
+1,777
| +1% | +$957K | 6.19% | 4 |
|
|
2024
Q3 | $72.7M | Buy |
137,706
+4,470
| +3% | +$2.36M | 6.26% | 4 |
|
|
2024
Q2 | $66.6M | Sell |
133,236
-19,470
| -13% | -$9.74M | 6.25% | 4 |
|
|
2024
Q1 | $73.4M | Buy |
152,706
+10,346
| +7% | +$4.97M | 7.34% | 4 |
|
|
2023
Q4 | $62.2M | Buy |
142,360
+6,420
| +5% | +$2.8M | 7.58% | 4 |
|
|
2023
Q3 | $53.4M | Buy |
135,940
+61,139
| +82% | +$24M | 7.54% | 4 |
|
|
2023
Q2 | $30.5M | Buy |
74,801
+23,317
| +45% | +$9.5M | 4.15% | 8 |
|
|
2023
Q1 | $19.4M | Sell |
51,484
-20,022
| -28% | -$7.53M | 2.88% | 8 |
|
|
2022
Q4 | $25.1M | Buy |
71,506
+4,694
| +7% | +$1.65M | 4.4% | 6 |
|
|
2022
Q3 | $21.9M | Buy |
66,812
+1,501
| +2% | +$493K | 4.34% | 7 |
|
|
2022
Q2 | $22.7M | Buy |
65,311
+158
| +0.2% | +$54.8K | 4.53% | 6 |
|
|
2022
Q1 | $27.1M | Buy |
+65,153
| New | +$27.1M | 5.12% | 5 |
|