GFWA
Grey Fox Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,588
| Closed | -$232K | – | 131 |
|
2024
Q3 | $232K | Sell |
1,588
-710
| -31% | -$104K | 0.06% | 111 |
|
2024
Q2 | $318K | Hold |
2,298
| – | – | 0.11% | 99 |
|
2024
Q1 | $302K | Buy |
2,298
+6
| +0.3% | +$787 | 0.11% | 98 |
|
2023
Q4 | $270K | Buy |
2,292
+13
| +0.6% | +$1.53K | 0.12% | 90 |
|
2023
Q3 | $241K | Buy |
2,279
+6
| +0.3% | +$633 | 0.12% | 95 |
|
2023
Q2 | $242K | Hold |
2,273
| – | – | 0.12% | 89 |
|
2023
Q1 | $220K | Buy |
2,273
+7
| +0.3% | +$677 | 0.13% | 89 |
|
2022
Q4 | $186K | Buy |
+2,266
| New | +$186K | 0.12% | 101 |
|