ANGELES WEALTH MANAGEMENT, LLC VT Holdings History
ANGELES WEALTH MANAGEMENT, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, ANGELES WEALTH MANAGEMENT, LLC held 1.29 Mil shares of Vanguard Total World Stock ETF(VT), totaling $149.15 Mil. This investment constitutes 12.39% of their stock portfolio, and ANGELES WEALTH MANAGEMENT, LLC now holds 0.37% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q1. And since then ANGELES WEALTH MANAGEMENT, LLC has made 11 purchases of VT, at an average price of $100.95, for a total of 1.37 Mil shares. In addition, there have been 1 sales at an average price of $92.02 for 82,789.00 shares. Based on historical transaction data and VT's current price of $129.11, ANGELES WEALTH MANAGEMENT, LLC's estimated gain on his VT holdings is $35.49 Mil, reflecting a 25.68% gain to date.
ANGELES WEALTH MANAGEMENT, LLC VT ($129.11) Holding Chart
ANGELES WEALTH MANAGEMENT, LLC VT ($129.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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