LPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
5,211
+3
| +0.1% | +$513 | 0.26% | 39 |
|
|
2025
Q1 | $773K | Hold |
5,208
| – | – | 0.25% | 42 |
|
|
2024
Q4 | $807K | Buy |
5,208
+124
| +2% | +$19.2K | 0.26% | 41 |
|
|
2024
Q3 | $738K | Hold |
5,084
| – | – | 0.24% | 42 |
|
|
2024
Q2 | $716K | Sell |
5,084
-128
| -2% | -$18K | 0.25% | 43 |
|
|
2024
Q1 | $687K | Hold |
5,212
| – | – | 0.25% | 41 |
|
|
2023
Q4 | $606K | Buy |
5,212
+2,795
| +116% | +$325K | 0.24% | 41 |
|
|
2023
Q3 | $256K | Hold |
2,417
| – | – | 0.12% | 55 |
|
|
2023
Q2 | $258K | Hold |
2,417
| – | – | 0.11% | 54 |
|
|
2023
Q1 | $234K | Buy |
+2,417
| New | +$234K | 0.11% | 60 |
|
|
2022
Q1 | – | Sell |
-1,818
| Closed | -$246K | – | 68 |
|
|
2021
Q4 | $246K | Buy |
1,818
+100
| +6% | +$13.5K | 0.13% | 62 |
|
|
2021
Q3 | $246K | Buy |
1,718
+215
| +14% | +$30.8K | 0.15% | 55 |
|
|
2021
Q2 | $217K | Buy |
+1,503
| New | +$217K | 0.13% | 59 |
|