Appleton Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,087	Closed	-$210K	–	270
2025 Q4	$210K	Sell	1,087 -30	-3%	-$5.63K	0.01%	255
2025 Q3	$210K	Buy	+1,117	New	+$199K	0.01%	249
2024 Q4	–	Sell	-3,523	Closed	-$512K	–	266
2024 Q3	$512K	Hold	3,523	–	–	0.04%	173
2024 Q2	$487K	Sell	3,523 -230	-6%	-$30.6K	0.04%	178
2024 Q1	$492K	Sell	3,753 -575	-13%	-$72.2K	0.04%	186
2023 Q4	$510K	Sell	4,328 -713	-14%	-$78.7K	0.04%	187
2023 Q3	$530K	Sell	5,041 -1,950	-28%	-$211K	0.05%	183
2023 Q2	$743K	Hold	6,991	–	–	0.06%	166
2023 Q1	$676K	Sell	6,991 -379	-5%	-$34.9K	0.06%	182
2022 Q4	$606K	Sell	7,370 -1,581	-18%	-$133K	0.06%	186
2022 Q3	$737K	Sell	8,951 -2,361	-21%	-$225K	0.07%	170
2022 Q2	$1.06M	Sell	11,312 -110	-1%	-$11.4K	0.1%	145
2022 Q1	$1.37M	Sell	11,422 -45	-0.4%	-$5.51K	0.11%	141
2021 Q4	$1.55M	Sell	11,467 -41	-0.4%	-$5.7K	0.12%	140
2021 Q3	$1.62M	Sell	11,508 -274	-2%	-$39.8K	0.13%	132
2021 Q2	$1.69M	Sell	11,782 -93	-0.8%	-$12.8K	0.14%	127
2021 Q1	$1.54M	Sell	11,875 -798	-6%	-$102K	0.14%	130
2020 Q4	$1.52M	Sell	12,673 -189	-1%	-$21.1K	0.15%	125
2020 Q3	$1.31M	Hold	12,862	–	–	0.14%	118
2020 Q2	$1.2M	Sell	12,862 -398	-3%	-$35.2K	0.14%	126
2020 Q1	$1.01M	Hold	13,260	–	–	0.14%	130
2019 Q4	$1.25M	Hold	13,260	–	–	0.14%	139
2019 Q3	$1.15M	Buy	13,260 +3,565	+37%	+$314K	0.14%	139
2019 Q2	$840K	Buy	+9,695	New	+$838K	0.1%	149