Angeles Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.6M | Buy |
54,635
+10,124
| +23% | +$3.08M | 1.14% | 18 |
|
2025
Q1 | $12.2M | Sell |
44,511
-78
| -0.2% | -$21.4K | 1.02% | 18 |
|
2024
Q4 | $12.9M | Buy |
44,589
+111
| +0.2% | +$32.2K | 1.07% | 17 |
|
2024
Q3 | $12.6M | Sell |
44,478
-219
| -0.5% | -$62K | 1.08% | 18 |
|
2024
Q2 | $12M | Sell |
44,697
-29
| -0.1% | -$7.76K | 1.12% | 20 |
|
2024
Q1 | $11.6M | Sell |
44,726
-840
| -2% | -$218K | 1.16% | 20 |
|
2023
Q4 | $10.8M | Buy |
45,566
+1,006
| +2% | +$239K | 1.32% | 18 |
|
2023
Q3 | $9.46M | Sell |
44,560
-450
| -1% | -$95.6K | 1.34% | 19 |
|
2023
Q2 | $9.91M | Sell |
45,010
-462
| -1% | -$102K | 1.35% | 19 |
|
2023
Q1 | $9.28M | Sell |
45,472
-510
| -1% | -$104K | 1.38% | 20 |
|
2022
Q4 | $8.79M | Buy |
45,982
+249
| +0.5% | +$47.6K | 1.54% | 19 |
|
2022
Q3 | $8.21M | Sell |
45,733
-2,550
| -5% | -$458K | 1.63% | 17 |
|
2022
Q2 | $9.11M | Sell |
48,283
-50
| -0.1% | -$9.43K | 1.82% | 17 |
|
2022
Q1 | $11M | Buy |
+48,333
| New | +$11M | 2.08% | 12 |
|