Angeles Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170M | Buy |
1,324,258
+37,920
| +3% | +$4.87M | 11.67% | 2 |
|
|
2025
Q1 | $149M | Buy |
1,286,338
+64,466
| +5% | +$7.47M | 12.39% | 2 |
|
|
2024
Q4 | $144M | Buy |
1,221,872
+51,674
| +4% | +$6.07M | 11.83% | 2 |
|
|
2024
Q3 | $140M | Buy |
1,170,198
+45,805
| +4% | +$5.48M | 12.06% | 2 |
|
|
2024
Q2 | $127M | Buy |
1,124,393
+57,502
| +5% | +$6.48M | 11.89% | 2 |
|
|
2024
Q1 | $118M | Buy |
1,066,891
+221,209
| +26% | +$24.4M | 11.79% | 2 |
|
|
2023
Q4 | $87M | Buy |
845,682
+61,462
| +8% | +$6.32M | 10.6% | 2 |
|
|
2023
Q3 | $73.1M | Buy |
784,220
+55,084
| +8% | +$5.13M | 10.32% | 2 |
|
|
2023
Q2 | $70.7M | Buy |
729,136
+34,453
| +5% | +$3.34M | 9.64% | 2 |
|
|
2023
Q1 | $64M | Buy |
694,683
+129,172
| +23% | +$11.9M | 9.52% | 1 |
|
|
2022
Q4 | $48.7M | Buy |
565,511
+15,062
| +3% | +$1.3M | 8.53% | 1 |
|
|
2022
Q3 | $43.4M | Buy |
550,449
+156,652
| +40% | +$12.4M | 8.6% | 2 |
|
|
2022
Q2 | $33.6M | Sell |
393,797
-82,789
| -17% | -$7.07M | 6.71% | 4 |
|
|
2022
Q1 | $48.3M | Buy |
+476,586
| New | +$48.3M | 9.13% | 3 |
|