Angeles Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.6M | Buy |
26,507
+6,666
| +34% | +$2.92M | 0.8% | 21 |
|
2025
Q1 | $7.36M | Buy |
19,841
+167
| +0.8% | +$61.9K | 0.61% | 22 |
|
2024
Q4 | $8.07M | Sell |
19,674
-85
| -0.4% | -$34.9K | 0.67% | 22 |
|
2024
Q3 | $7.59M | Sell |
19,759
-10
| -0.1% | -$3.84K | 0.65% | 22 |
|
2024
Q2 | $7.39M | Hold |
19,769
| – | – | 0.69% | 24 |
|
2024
Q1 | $6.8M | Sell |
19,769
-4,227
| -18% | -$1.45M | 0.68% | 25 |
|
2023
Q4 | $7.46M | Sell |
23,996
-166
| -0.7% | -$51.6K | 0.91% | 21 |
|
2023
Q3 | $6.58M | Buy |
24,162
+109
| +0.5% | +$29.7K | 0.93% | 20 |
|
2023
Q2 | $6.81M | Sell |
24,053
-120
| -0.5% | -$34K | 0.93% | 20 |
|
2023
Q1 | $6.03M | Sell |
24,173
-261
| -1% | -$65.1K | 0.9% | 23 |
|
2022
Q4 | $5.21M | Buy |
24,434
+8,375
| +52% | +$1.78M | 0.91% | 24 |
|
2022
Q3 | $3.44M | Sell |
16,059
-4,155
| -21% | -$889K | 0.68% | 25 |
|
2022
Q2 | $4.51M | Sell |
20,214
-10,487
| -34% | -$2.34M | 0.9% | 23 |
|
2022
Q1 | $8.83M | Buy |
+30,701
| New | +$8.83M | 1.67% | 15 |
|