Avantax Planning Partners’s Vanguard Communication Services ETF VOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
2,895
+183
| +7% | +$31.3K | 0.02% | 267 |
|
|
2025
Q1 | $402K | Buy |
2,712
+124
| +5% | +$18.4K | 0.01% | 292 |
|
|
2024
Q4 | $401K | Buy |
2,588
+748
| +41% | +$116K | 0.01% | 289 |
|
|
2024
Q3 | $268K | Sell |
1,840
-124
| -6% | -$18K | 0.01% | 355 |
|
|
2024
Q2 | $271K | Sell |
1,964
-71
| -3% | -$9.81K | 0.01% | 376 |
|
|
2024
Q1 | $267K | Sell |
2,035
-514
| -20% | -$67.4K | 0.01% | 385 |
|
|
2023
Q4 | $300K | Sell |
2,549
-481
| -16% | -$56.6K | 0.01% | 297 |
|
|
2023
Q3 | $319K | Buy |
3,030
+73
| +2% | +$7.68K | 0.01% | 276 |
|
|
2023
Q2 | $314K | Sell |
2,957
-143
| -5% | -$15.2K | 0.01% | 288 |
|
|
2023
Q1 | $300K | Buy |
+3,100
| New | +$300K | 0.01% | 293 |
|
|
2022
Q2 | – | Sell |
-2,422
| Closed | -$291K | – | 373 |
|
|
2022
Q1 | $291K | Sell |
2,422
-6,293
| -72% | -$756K | 0.01% | 287 |
|
|
2021
Q4 | $1.18M | Buy |
+8,715
| New | +$1.18M | 0.05% | 149 |
|