HB Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Buy	12,231 +718	+6%	+$137K	0.01%	409
2025 Q4	$2.23M	Buy	11,513 +4	+0%	+$751	0.01%	388
2025 Q3	$2.16M	Buy	11,509 +2,900	+34%	+$518K	0.01%	399
2025 Q2	$1.47M	Sell	8,609 -2,750	-24%	-$423K	0.01%	443
2025 Q1	$1.69M	Buy	11,359 +135	+1%	+$21.5K	0.01%	417
2024 Q4	$1.74M	Buy	11,224 +9	+0.1%	+$1.37K	0.02%	309
2024 Q3	$1.63M	Sell	11,215 -70	-0.6%	-$9.66K	0.02%	303
2024 Q2	$1.56M	Hold	11,285	–	–	0.02%	297
2024 Q1	$1.48M	Sell	11,285 -259	-2%	-$32.5K	0.02%	294
2023 Q4	$1.36M	Sell	11,544 -361	-3%	-$39.9K	0.02%	280
2023 Q3	$1.25M	Buy	11,905 +4	+0%	+$433	0.02%	276
2023 Q2	$1.27M	Hold	11,901	–	–	0.02%	265
2023 Q1	$1.15M	Buy	11,901 +5	+0%	+$461	0.02%	265
2022 Q4	$978K	Sell	11,896 -1,096	-8%	-$92.4K	0.02%	285
2022 Q3	$1.07M	Buy	12,992 +4,000	+44%	+$381K	0.02%	250
2022 Q2	$846K	Sell	8,992 -372	-4%	-$38.7K	0.02%	272
2022 Q1	$1.12M	Buy	9,364 +2	+0%	+$245	0.02%	253
2021 Q4	$1.27M	Buy	+9,362	New	+$1.3M	0.03%	208