EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
2,285
+514
| +29% | +$87.9K | ﹤0.01% | 891 |
|
|
2025
Q1 | $263K | Buy |
1,771
+33
| +2% | +$4.9K | ﹤0.01% | 986 |
|
|
2024
Q4 | $269K | Sell |
1,738
-2,731
| -61% | -$423K | ﹤0.01% | 923 |
|
|
2024
Q3 | $650K | Buy |
4,469
+698
| +19% | +$101K | 0.01% | 611 |
|
|
2024
Q2 | $521K | Buy |
3,771
+60
| +2% | +$8.29K | 0.01% | 524 |
|
|
2024
Q1 | $487K | Buy |
3,711
+2,508
| +208% | +$329K | 0.01% | 514 |
|
|
2023
Q4 | $142K | Sell |
1,203
-580
| -33% | -$68.3K | ﹤0.01% | 750 |
|
|
2023
Q3 | $188K | Buy |
+1,783
| New | +$188K | ﹤0.01% | 671 |
|
|
2023
Q1 | – | Sell |
-1,914
| Closed | -$157K | – | 713 |
|
|
2022
Q4 | $157K | Buy |
+1,914
| New | +$157K | ﹤0.01% | 570 |
|