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