GeoWealth 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 | $227K | Buy |
+1,328
| New | +$227K | 0.01% | 624 |
|
|
2025
Q1 | – | Sell |
-1,244
| Closed | -$193K | – | 1778 |
|
|
2024
Q4 | $193K | Sell |
1,244
-370
| -23% | -$57.3K | 0.01% | 780 |
|
|
2024
Q3 | $235K | Sell |
1,614
-63
| -4% | -$9.16K | 0.01% | 669 |
|
|
2024
Q2 | $232K | Sell |
1,677
-20
| -1% | -$2.76K | 0.01% | 648 |
|
|
2024
Q1 | $223K | Buy |
+1,697
| New | +$223K | 0.01% | 652 |
|
|
2022
Q3 | – | Sell |
-3,254
| Closed | -$306K | – | 377 |
|
|
2022
Q2 | $306K | Buy |
3,254
+37
| +1% | +$3.48K | 0.04% | 207 |
|
|
2022
Q1 | $387K | Sell |
3,217
-279
| -8% | -$33.6K | 0.03% | 234 |
|
|
2021
Q4 | $474K | Sell |
3,496
-2,959
| -46% | -$401K | 0.04% | 218 |
|
|
2021
Q3 | $909K | Buy |
6,455
+2,972
| +85% | +$419K | 0.07% | 164 |
|
|
2021
Q2 | $501K | Sell |
3,483
-10,782
| -76% | -$1.55M | 0.06% | 147 |
|
|
2021
Q1 | $1.86M | Buy |
14,265
+1,697
| +14% | +$221K | 0.29% | 68 |
|
|
2020
Q4 | $1.51M | Buy |
12,568
+1,102
| +10% | +$133K | 0.24% | 88 |
|
|
2020
Q3 | $1.17M | Buy |
11,466
+7,378
| +180% | +$752K | 0.35% | 78 |
|
|
2020
Q2 | $380K | Buy |
+4,088
| New | +$380K | 0.16% | 107 |
|