BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $346K | Sell |
3,257
-75
| -2% | -$7.97K | 0.04% | 200 |
|
|
2023
Q1 | $322K | Sell |
3,332
-445
| -12% | -$43K | 0.04% | 199 |
|
|
2022
Q4 | $311K | Hold |
3,777
| – | – | 0.04% | 219 |
|
|
2022
Q3 | $311K | Sell |
3,777
-1,900
| -33% | -$156K | 0.04% | 209 |
|
|
2022
Q2 | $534K | Hold |
5,677
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $682K | Sell |
5,677
-100
| -2% | -$12K | 0.07% | 156 |
|
|
2021
Q4 | $783K | Buy |
5,777
+87
| +2% | +$11.8K | 0.08% | 151 |
|
|
2021
Q3 | $801K | Sell |
5,690
-185
| -3% | -$26K | 0.09% | 149 |
|
|
2021
Q2 | $845K | Sell |
5,875
-44
| -0.7% | -$6.33K | 0.09% | 148 |
|
|
2021
Q1 | $770K | Sell |
5,919
-2,340
| -28% | -$304K | 0.09% | 152 |
|
|
2020
Q4 | $993K | Sell |
8,259
-125
| -1% | -$15K | 0.14% | 104 |
|
|
2020
Q3 | $854K | Sell |
8,384
-165
| -2% | -$16.8K | 0.14% | 107 |
|
|
2020
Q2 | $795K | Buy |
8,549
+1,924
| +29% | +$179K | 0.14% | 108 |
|
|
2020
Q1 | $505K | Buy |
6,625
+1,795
| +37% | +$137K | 0.1% | 119 |
|
|
2019
Q4 | $454K | Buy |
4,830
+50
| +1% | +$4.7K | 0.12% | 119 |
|
|
2019
Q3 | $414K | Sell |
4,780
-150
| -3% | -$13K | 0.11% | 129 |
|
|
2019
Q2 | $427K | Sell |
4,930
-377
| -7% | -$32.7K | 0.12% | 120 |
|
|
2019
Q1 | $443K | Buy |
5,307
+1,625
| +44% | +$136K | 0.13% | 115 |
|
|
2018
Q4 | $273K | Sell |
3,682
-700
| -16% | -$51.9K | 0.09% | 125 |
|
|
2018
Q3 | $381K | Sell |
4,382
-13
| -0.3% | -$1.13K | 0.12% | 107 |
|
|
2018
Q2 | $373K | Sell |
4,395
-100
| -2% | -$8.49K | 0.13% | 108 |
|
|
2018
Q1 | $376K | Sell |
4,495
-1,037
| -19% | -$86.7K | 0.14% | 100 |
|
|
2017
Q4 | $504K | Sell |
5,532
-125
| -2% | -$11.4K | 0.23% | 77 |
|
|
2017
Q3 | $522K | Sell |
5,657
-347
| -6% | -$32K | 0.26% | 70 |
|
|
2017
Q2 | $551K | Buy |
+6,004
| New | +$551K | 0.24% | 73 |
|