Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 887 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 904 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$6K | – | 983 |
|
|
2022
Q3 | $6K | Buy |
75
+39
| +108% | +$3.12K | ﹤0.01% | 676 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 785 |
|
|
2022
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 702 |
|
|
2021
Q4 | $5K | Hold |
36
| – | – | ﹤0.01% | 833 |
|
|
2021
Q3 | $5K | Buy |
36
+2
| +6% | +$278 | ﹤0.01% | 792 |
|
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 833 |
|
|
2020
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $3K | Sell |
34
-102
| -75% | -$9K | ﹤0.01% | 646 |
|
|
2020
Q1 | $10K | Buy |
136
+102
| +300% | +$7.5K | ﹤0.01% | 502 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 670 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 707 |
|
|
2019
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $3K | Sell |
34
-250
| -88% | -$22.1K | ﹤0.01% | 672 |
|
|
2018
Q3 | $25K | Buy |
284
+34
| +14% | +$2.99K | 0.01% | 409 |
|
|
2018
Q2 | $21K | Hold |
250
| – | – | 0.01% | 466 |
|
|
2018
Q1 | $21K | Hold |
250
| – | – | 0.01% | 499 |
|
|
2017
Q4 | $23K | Hold |
250
| – | – | 0.01% | 480 |
|
|
2017
Q3 | $23K | Hold |
250
| – | – | 0.01% | 441 |
|
|
2017
Q2 | $23K | Buy |
250
+163
| +187% | +$15K | 0.01% | 451 |
|
|
2017
Q1 | $8K | Sell |
87
-12
| -12% | -$1.1K | ﹤0.01% | 629 |
|
|
2016
Q4 | $10K | Buy |
99
+12
| +14% | +$1.21K | 0.01% | 594 |
|
|
2016
Q3 | $8K | Hold |
87
| – | – | 0.01% | 626 |
|
|
2016
Q2 | $9K | Hold |
87
| – | – | 0.01% | 544 |
|
|
2016
Q1 | $8K | Hold |
87
| – | – | 0.01% | 520 |
|
|
2015
Q4 | $7K | Buy |
+87
| New | +$7K | 0.01% | 657 |
|