J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,599
| Closed | -$221K | – | 969 |
|
|
2024
Q2 | $221K | Sell |
1,599
-1,300
| -45% | -$180K | 0.01% | 816 |
|
|
2024
Q1 | $381K | Buy |
+2,899
| New | +$381K | 0.02% | 610 |
|
|
2023
Q4 | – | Sell |
-3,172
| Closed | -$334K | – | 859 |
|
|
2023
Q3 | $334K | Buy |
+3,172
| New | +$334K | 0.02% | 533 |
|
|
2022
Q2 | – | Sell |
-1,974
| Closed | -$237K | – | 826 |
|
|
2022
Q1 | $237K | Buy |
+1,974
| New | +$237K | 0.02% | 695 |
|