Private Wealth Advisors (California)’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-33,037
| Closed | -$2.52M | – | 61 |
|
2020
Q1 | $2.52M | Sell |
33,037
-6,563
| -17% | -$500K | 2.06% | 17 |
|
2019
Q4 | $3.72M | Sell |
39,600
-7,014
| -15% | -$659K | 2.14% | 15 |
|
2019
Q3 | $4.04M | Buy |
46,614
+3,514
| +8% | +$305K | 2.63% | 12 |
|
2019
Q2 | $3.6M | Hold |
43,100
| – | – | 2.45% | 14 |
|
2019
Q1 | $3.6M | Buy |
43,100
+9,316
| +28% | +$778K | 2.45% | 14 |
|
2018
Q4 | $2.5M | Buy |
+33,784
| New | +$2.5M | 2.02% | 17 |
|