Kellett 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
2024
Q2
Sell
-29,844
Closed -$3.92M 86
2024
Q1
$3.92M Buy
29,844
+5,309
+22% +$697K 2.71% 11
2023
Q4
$2.89M Buy
24,535
+21,074
+609% +$2.48M 2.15% 12
2023
Q3
$364K Buy
+3,461
New +$364K 0.31% 36