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