Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$2.24K | – | 1632 |
|
|
2023
Q4 | $2.24K | Sell |
19
-19
| -50% | -$2.24K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $4K | Buy |
38
+19
| +100% | +$2K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $2.02K | Hold |
19
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q1 | $1.84K | Hold |
19
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q4 | $1.56K | Hold |
19
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q2 | $2K | Sell |
19
-55
| -74% | -$5.79K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $9K | Hold |
74
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q4 | $10K | Hold |
74
| – | – | ﹤0.01% | 927 |
|
|
2021
Q3 | $10K | Hold |
74
| – | – | ﹤0.01% | 949 |
|
|
2021
Q2 | $11K | Hold |
74
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $10K | Sell |
74
-207
| -74% | -$28K | ﹤0.01% | 788 |
|
|
2020
Q4 | $34K | Hold |
281
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $29K | Buy |
+281
| New | +$29K | ﹤0.01% | 548 |
|