J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.5M | Buy |
109,512
+5,336
| +5% | +$561K | 0.03% | 350 |
|
|
2023
Q2 | $11.1M | Buy |
104,176
+18,499
| +22% | +$1.97M | 0.06% | 219 |
|
|
2023
Q1 | $8.28M | Sell |
85,677
-52,744
| -38% | -$5.1M | 0.02% | 474 |
|
|
2022
Q4 | $11.4M | Buy |
138,421
+60,637
| +78% | +$4.99M | 0.03% | 397 |
|
|
2022
Q3 | $6.41M | Buy |
77,784
+13,929
| +22% | +$1.15M | 0.02% | 498 |
|
|
2022
Q2 | $6M | Buy |
63,855
+12,204
| +24% | +$1.15M | 0.02% | 523 |
|
|
2022
Q1 | $6.2M | Buy |
51,651
+9,607
| +23% | +$1.15M | 0.01% | 554 |
|
|
2021
Q4 | $5.7M | Sell |
42,044
-1,682
| -4% | -$228K | 0.01% | 579 |
|
|
2021
Q3 | $6.16M | Buy |
43,726
+2,071
| +5% | +$292K | 0.02% | 545 |
|
|
2021
Q2 | $5.99M | Buy |
41,655
+2,499
| +6% | +$359K | 0.02% | 543 |
|
|
2021
Q1 | $5.09M | Sell |
39,156
-1,850
| -5% | -$241K | 0.02% | 506 |
|
|
2020
Q4 | $4.93M | Buy |
41,006
+2,277
| +6% | +$274K | 0.02% | 487 |
|
|
2020
Q3 | $3.95M | Sell |
38,729
-1,023
| -3% | -$104K | 0.02% | 485 |
|
|
2020
Q2 | $3.7M | Buy |
39,752
+7,232
| +22% | +$673K | 0.02% | 427 |
|
|
2020
Q1 | $2.48M | Sell |
32,520
-4,045
| -11% | -$308K | 0.01% | 488 |
|
|
2019
Q4 | $3.44M | Sell |
36,565
-525
| -1% | -$49.3K | 0.02% | 507 |
|
|
2019
Q3 | $3.22M | Buy |
37,090
+22,304
| +151% | +$1.93M | 0.02% | 501 |
|
|
2019
Q2 | $1.28M | Sell |
14,786
-10,870
| -42% | -$942K | 0.01% | 687 |
|
|
2019
Q1 | $2.14M | Buy |
25,656
+14,881
| +138% | +$1.24M | 0.01% | 598 |
|
|
2018
Q4 | $798K | Buy |
10,775
+3,157
| +41% | +$234K | ﹤0.01% | 824 |
|
|
2018
Q3 | $663K | Buy |
7,618
+240
| +3% | +$20.9K | ﹤0.01% | 970 |
|
|
2018
Q2 | $627K | Buy |
7,378
+224
| +3% | +$19K | ﹤0.01% | 929 |
|
|
2018
Q1 | $599K | Buy |
7,154
+712
| +11% | +$59.6K | ﹤0.01% | 808 |
|
|
2017
Q4 | $587K | Buy |
6,442
+1,517
| +31% | +$138K | ﹤0.01% | 819 |
|
|
2017
Q3 | $454K | Buy |
4,925
+574
| +13% | +$52.9K | ﹤0.01% | 883 |
|
|
2017
Q2 | $400K | Buy |
4,351
+942
| +28% | +$86.6K | ﹤0.01% | 910 |
|
|
2017
Q1 | $323K | Buy |
3,409
+1,392
| +69% | +$132K | ﹤0.01% | 1040 |
|
|
2016
Q4 | $202K | Buy |
+2,017
| New | +$202K | ﹤0.01% | 1162 |
|