Mittelman Wealth Management’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 | $490K | Sell |
2,867
-406
| -12% | -$69.4K | 0.41% | 25 |
|
2025
Q1 | $486K | Hold |
3,273
| – | – | 0.44% | 20 |
|
2024
Q4 | $507K | Hold |
3,273
| – | – | 0.47% | 22 |
|
2024
Q3 | $476K | Sell |
3,273
-3,590
| -52% | -$522K | 0.27% | 22 |
|
2024
Q2 | $948K | Buy |
6,863
+3,851
| +128% | +$532K | 0.61% | 38 |
|
2024
Q1 | $395K | Buy |
+3,012
| New | +$395K | 0.27% | 51 |
|