Curran Financial Partners’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
$4.52M Buy
+26,412
New +$4.52M 1% 27
2025
Q1
Sell
-29,184
Closed -$4.52M 106
2024
Q4
$4.52M Sell
29,184
-355
-1% -$55K 1.19% 27
2024
Q3
$4.29M Buy
29,539
+540
+2% +$78.5K 1.22% 28
2024
Q2
$4.01M Buy
28,999
+205
+0.7% +$28.3K 1.34% 26
2024
Q1
$3.78M Sell
28,794
-1,019
-3% -$134K 1.31% 26
2023
Q4
$3.67M Sell
29,813
-1,507
-5% -$185K 1.41% 26
2023
Q3
$3.29M Sell
31,320
-663
-2% -$69.7K 1.44% 27
2023
Q2
$3.4M Buy
31,983
+864
+3% +$91.9K 1.48% 27
2023
Q1
$3.01M Buy
+31,119
New +$3.01M 1.43% 28
2022
Q2
Sell
-69,940
Closed -$8.4M 75
2022
Q1
$8.4M Buy
+69,940
New +$8.4M 3.45% 7
2021
Q4
Sell
-52,674
Closed -$7.43M 84
2021
Q3
$7.43M Buy
52,674
+5,224
+11% +$737K 3.8% 8
2021
Q2
$6.82M Buy
47,450
+7,724
+19% +$1.11M 3.75% 8
2021
Q1
$5.17M Buy
39,726
+4,262
+12% +$554K 3.71% 9
2020
Q4
$4.26M Buy
+35,464
New +$4.26M 3.65% 8