IFWM
Institute for Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
7,923
-1,230
| -13% | -$210K | 0.15% | 141 |
|
|
2025
Q1 | $1.36M | Buy |
9,153
+86
| +0.9% | +$12.8K | 0.17% | 129 |
|
|
2024
Q4 | $1.4M | Sell |
9,067
-106
| -1% | -$16.4K | 0.18% | 118 |
|
|
2024
Q3 | $1.33M | Sell |
9,173
-20
| -0.2% | -$2.91K | 0.17% | 135 |
|
|
2024
Q2 | $1.27M | Buy |
9,193
+1,649
| +22% | +$228K | 0.17% | 129 |
|
|
2024
Q1 | $990K | Buy |
7,544
+144
| +2% | +$18.9K | 0.13% | 169 |
|
|
2023
Q4 | $871K | Sell |
7,400
-167
| -2% | -$19.7K | 0.14% | 171 |
|
|
2023
Q3 | $796K | Buy |
7,567
+85
| +1% | +$8.94K | 0.14% | 172 |
|
|
2023
Q2 | $795K | Buy |
7,482
+2
| +0% | +$213 | 0.13% | 176 |
|
|
2023
Q1 | $723K | Buy |
+7,480
| New | +$723K | 0.14% | 184 |
|
|
2021
Q4 | – | Sell |
-7,379
| Closed | -$1.04M | – | 503 |
|
|
2021
Q3 | $1.04M | Buy |
7,379
+547
| +8% | +$77K | 0.18% | 137 |
|
|
2021
Q2 | $983K | Sell |
6,832
-118
| -2% | -$17K | 0.17% | 154 |
|
|
2021
Q1 | $904K | Buy |
6,950
+958
| +16% | +$125K | 0.17% | 159 |
|
|
2020
Q4 | $720K | Sell |
5,992
-323
| -5% | -$38.8K | 0.14% | 179 |
|
|
2020
Q3 | $643K | Sell |
6,315
-838
| -12% | -$85.3K | 0.15% | 178 |
|
|
2020
Q2 | $665K | Sell |
7,153
-258
| -3% | -$24K | 0.16% | 171 |
|
|
2020
Q1 | $565K | Sell |
7,411
-263
| -3% | -$20.1K | 0.17% | 158 |
|
|
2019
Q4 | $721K | Buy |
7,674
+26
| +0.3% | +$2.44K | 0.16% | 185 |
|
|
2019
Q3 | $663K | Sell |
7,648
-685
| -8% | -$59.4K | 0.17% | 181 |
|
|
2019
Q2 | $722K | Buy |
+8,333
| New | +$722K | 0.16% | 192 |
|