MWM
Maltin 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 | $462K | Buy |
2,702
+6
| +0.2% | +$1.03K | 0.21% | 82 |
|
|
2025
Q1 | $400K | Sell |
2,696
-8
| -0.3% | -$1.19K | 0.19% | 88 |
|
|
2024
Q4 | $419K | Buy |
2,704
+18
| +0.7% | +$2.79K | 0.21% | 88 |
|
|
2024
Q3 | $391K | Buy |
2,686
+6
| +0.2% | +$872 | 0.19% | 87 |
|
|
2024
Q2 | $370K | Sell |
2,680
-100
| -4% | -$13.8K | 0.2% | 86 |
|
|
2024
Q1 | $365K | Buy |
2,780
+7
| +0.3% | +$918 | 0.21% | 86 |
|
|
2023
Q4 | $326K | Sell |
2,773
-116
| -4% | -$13.7K | 0.21% | 87 |
|
|
2023
Q3 | $304K | Sell |
2,889
-13
| -0.4% | -$1.37K | 0.21% | 86 |
|
|
2023
Q2 | $309K | Buy |
2,902
+38
| +1% | +$4.04K | 0.22% | 83 |
|
|
2023
Q1 | $277K | Sell |
2,864
-340
| -11% | -$32.9K | 0.2% | 86 |
|
|
2022
Q4 | $263K | Buy |
+3,204
| New | +$263K | 0.19% | 89 |
|
|
2022
Q2 | – | Sell |
-1,827
| Closed | -$219K | – | 133 |
|
|
2022
Q1 | $219K | Buy |
1,827
+2
| +0.1% | +$240 | 0.14% | 107 |
|
|
2021
Q4 | $247K | Buy |
1,825
+11
| +0.6% | +$1.49K | 0.15% | 100 |
|
|
2021
Q3 | $255K | Hold |
1,814
| – | – | 0.16% | 94 |
|
|
2021
Q2 | $261K | Buy |
1,814
+3
| +0.2% | +$432 | 0.16% | 93 |
|
|
2021
Q1 | $235K | Buy |
1,811
+3
| +0.2% | +$389 | 0.15% | 97 |
|
|
2020
Q4 | $217K | Buy |
+1,808
| New | +$217K | 0.15% | 87 |
|
|
2020
Q1 | – | Sell |
-89
| Closed | -$8K | – | 136 |
|
|
2019
Q4 | $8K | Buy |
+89
| New | +$8K | 0.01% | 106 |
|