CFCI
Comprehensive Financial Consultants Institutional’s Vanguard Communication Services ETF VOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,331
| Closed | -$306K | – | 165 |
|
2024
Q1 | $306K | Sell |
2,331
-746
| -24% | -$97.9K | 0.13% | 136 |
|
2023
Q4 | $362K | Sell |
3,077
-427
| -12% | -$50.3K | 0.17% | 127 |
|
2023
Q3 | $369K | Hold |
3,504
| – | – | 0.19% | 119 |
|
2023
Q2 | $383K | Hold |
3,504
| – | – | 0.2% | 118 |
|
2023
Q1 | $339K | Buy |
+3,504
| New | +$339K | 0.19% | 124 |
|
2022
Q1 | – | Sell |
-2,392
| Closed | -$286K | – | 491 |
|
2021
Q4 | $286K | Buy |
+2,392
| New | +$286K | 0.18% | 124 |
|