EWA
Evolution Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
3,551
| – | – | 0.09% | 90 |
|
|
2025
Q1 | $527K | Hold |
3,551
| – | – | 0.09% | 88 |
|
|
2024
Q4 | $550K | Hold |
3,551
| – | – | 0.09% | 84 |
|
|
2024
Q3 | $516K | Sell |
3,551
-52
| -1% | -$7.56K | 0.09% | 81 |
|
|
2024
Q2 | $498K | Hold |
3,603
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $473K | Hold |
3,603
| – | – | 0.09% | 83 |
|
|
2023
Q4 | $424K | Hold |
3,603
| – | – | 0.09% | 87 |
|
|
2023
Q3 | $379K | Hold |
3,603
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $383K | Hold |
3,603
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $348K | Sell |
3,603
-170
| -5% | -$16.4K | 0.08% | 84 |
|
|
2022
Q4 | $310K | Sell |
3,773
-2,398
| -39% | -$197K | 0.08% | 94 |
|
|
2022
Q3 | $508K | Sell |
6,171
-13,169
| -68% | -$1.08M | 0.14% | 65 |
|
|
2022
Q2 | $1.82M | Buy |
19,340
+16,330
| +543% | +$1.54M | 0.46% | 38 |
|
|
2022
Q1 | $361K | Sell |
3,010
-4,175
| -58% | -$501K | 0.07% | 83 |
|
|
2021
Q4 | $974 | Buy |
7,185
+4,615
| +180% | +$626 | 0.15% | 52 |
|
|
2021
Q3 | $362K | Hold |
2,570
| – | – | 0.08% | 72 |
|
|
2021
Q2 | $370K | Sell |
2,570
-55
| -2% | -$7.92K | 0.08% | 81 |
|
|
2021
Q1 | $341K | Hold |
2,625
| – | – | 0.08% | 84 |
|
|
2020
Q4 | $316K | Sell |
2,625
-1,245
| -32% | -$150K | 0.07% | 87 |
|
|
2020
Q3 | $394K | Sell |
3,870
-20
| -0.5% | -$2.04K | 0.11% | 71 |
|
|
2020
Q2 | $362K | Buy |
3,890
+290
| +8% | +$27K | 0.12% | 62 |
|
|
2020
Q1 | $274K | Hold |
3,600
| – | – | 0.11% | 53 |
|
|
2019
Q4 | $338K | Hold |
3,600
| – | – | 0.08% | 56 |
|
|
2019
Q3 | $312K | Buy |
+3,600
| New | +$312K | 0.15% | 27 |
|
|
2019
Q2 | – | Sell |
-3,370
| Closed | -$281K | – | 489 |
|
|
2019
Q1 | $281K | Sell |
3,370
-61,930
| -95% | -$5.16M | 0.13% | 40 |
|
|
2018
Q4 | $4.84M | Buy |
+65,300
| New | +$4.84M | 2.21% | 15 |
|