Private Wealth Advisors (Pennsylvania)’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
Q4 | $631K | Sell |
5,249
-699
| -12% | -$84K | 0.36% | 55 |
|
|
2020
Q3 | $606K | Hold |
5,948
| – | – | 0.39% | 51 |
|
|
2020
Q2 | $553K | Buy |
5,948
+1
| +0% | +$93 | 0.38% | 52 |
|
|
2020
Q1 | $510K | Sell |
5,947
-1,009
| -15% | -$86.5K | 0.39% | 51 |
|
|
2019
Q4 | $676K | Sell |
6,956
-978
| -12% | -$95K | 0.36% | 70 |
|
|
2019
Q3 | $688K | Hold |
7,934
| – | – | 0.35% | 71 |
|
|
2019
Q2 | $688K | Buy |
7,934
+230
| +3% | +$19.9K | 0.24% | 89 |
|
|
2019
Q1 | $643K | Buy |
7,704
+1
| +0% | +$83 | 0.24% | 91 |
|
|
2018
Q4 | $571K | Sell |
7,703
-735
| -9% | -$54.5K | 0.25% | 90 |
|
|
2018
Q3 | $734K | Sell |
8,438
-96
| -1% | -$8.35K | 0.27% | 86 |
|
|
2018
Q2 | $725K | Sell |
8,534
-239
| -3% | -$20.3K | 0.29% | 83 |
|
|
2018
Q1 | $734K | Sell |
8,773
-685
| -7% | -$57.3K | 0.29% | 81 |
|
|
2017
Q4 | $862K | Buy |
9,458
+7
| +0.1% | +$638 | 0.33% | 78 |
|
|
2017
Q3 | $872K | Buy |
9,451
+119
| +1% | +$11K | 0.36% | 70 |
|
|
2017
Q2 | $857K | Buy |
9,332
+230
| +3% | +$21.1K | 0.37% | 72 |
|
|
2017
Q1 | $864K | Buy |
9,102
+504
| +6% | +$47.8K | 0.39% | 68 |
|
|
2016
Q4 | $861K | Buy |
8,598
+5
| +0.1% | +$501 | 0.4% | 69 |
|
|
2016
Q3 | $811K | Buy |
8,593
+4
| +0% | +$378 | 0.39% | 71 |
|
|
2016
Q2 | $845K | Buy |
8,589
+78
| +0.9% | +$7.67K | 0.41% | 67 |
|
|
2016
Q1 | $789K | Sell |
8,511
-282
| -3% | -$26.1K | 0.42% | 69 |
|
|
2015
Q4 | $738K | Sell |
8,793
-453
| -5% | -$38K | 0.42% | 65 |
|
|
2015
Q3 | $729K | Sell |
9,246
-837
| -8% | -$66K | 0.36% | 81 |
|
|
2015
Q2 | $877K | Buy |
10,083
+330
| +3% | +$28.7K | 0.4% | 72 |
|
|
2015
Q1 | $843K | Sell |
9,753
-150
| -2% | -$13K | 0.39% | 70 |
|
|
2014
Q4 | $839K | Sell |
9,903
-934
| -9% | -$79.1K | 0.41% | 69 |
|
|
2014
Q3 | $946K | Buy |
10,837
+90
| +0.8% | +$7.86K | 0.5% | 65 |
|
|
2014
Q2 | $945K | Buy |
10,747
+140
| +1% | +$12.3K | 0.48% | 66 |
|
|
2014
Q1 | $903K | Buy |
10,607
+50
| +0.5% | +$4.26K | 0.49% | 64 |
|
|
2013
Q4 | $883K | Sell |
10,557
-1,342
| -11% | -$112K | 0.48% | 65 |
|
|
2013
Q3 | $961K | Buy |
11,899
+350
| +3% | +$28.3K | 0.57% | 57 |
|
|
2013
Q2 | $911K | Buy |
+11,549
| New | +$911K | 0.57% | 57 |
|