CWG
Crown Wealth Group’s Vanguard Communication Services ETF VOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.58M | Buy |
32,610
+30,550
| +1,483% | +$5.22M | 2.1% | 14 |
|
2025
Q1 | $306K | Buy |
2,060
+163
| +9% | +$24.2K | 0.16% | 67 |
|
2024
Q4 | $294K | Sell |
1,897
-284
| -13% | -$44K | 0.12% | 88 |
|
2024
Q3 | $317K | Sell |
2,181
-39,642
| -95% | -$5.76M | 0.14% | 82 |
|
2024
Q2 | $5.78M | Sell |
41,823
-2,622
| -6% | -$362K | 2.89% | 11 |
|
2024
Q1 | $5.83M | Buy |
44,445
+1,409
| +3% | +$185K | 3.01% | 9 |
|
2023
Q4 | $5.07M | Buy |
43,036
+3,231
| +8% | +$380K | 3.05% | 10 |
|
2023
Q3 | $4.19M | Buy |
39,805
+4,808
| +14% | +$506K | 3.15% | 9 |
|
2023
Q2 | $3.72M | Buy |
34,997
+2,430
| +7% | +$258K | 2.93% | 9 |
|
2023
Q1 | $3.15M | Buy |
32,567
+2,054
| +7% | +$199K | 2.64% | 12 |
|
2022
Q4 | $2.51M | Buy |
+30,513
| New | +$2.51M | 2.36% | 11 |
|