Congress Wealth Management’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 | $4.39M | Buy |
25,692
+10,746
| +72% | +$1.84M | 0.04% | 416 |
|
|
2025
Q1 | $2.22M | Sell |
14,946
-3,042
| -17% | -$453K | 0.03% | 469 |
|
|
2024
Q4 | $2.79M | Sell |
17,988
-1,332
| -7% | -$206K | 0.04% | 363 |
|
|
2024
Q3 | $2.81M | Sell |
19,320
-8,973
| -32% | -$1.3M | 0.04% | 376 |
|
|
2024
Q2 | $3.91M | Buy |
+28,293
| New | +$3.91M | 0.06% | 276 |
|
|
2023
Q4 | – | Sell |
-30,988
| Closed | -$3.26M | – | 673 |
|
|
2023
Q3 | $3.26M | Buy |
30,988
+9,653
| +45% | +$1.02M | 0.07% | 259 |
|
|
2023
Q2 | $2.27M | Buy |
21,335
+9,741
| +84% | +$1.04M | 0.05% | 246 |
|
|
2023
Q1 | $1.12M | Buy |
+11,594
| New | +$1.12M | 0.03% | 327 |
|
|
2022
Q4 | – | Sell |
-13,634
| Closed | -$1.12M | – | 584 |
|
|
2022
Q3 | $1.12M | Buy |
13,634
+1,281
| +10% | +$106K | 0.03% | 327 |
|
|
2022
Q2 | $1.16M | Buy |
12,353
+956
| +8% | +$89.9K | 0.03% | 318 |
|
|
2022
Q1 | $1.37M | Sell |
11,397
-4,787
| -30% | -$575K | 0.03% | 318 |
|
|
2021
Q4 | $2.19M | Buy |
+16,184
| New | +$2.19M | 0.04% | 299 |
|