PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $295K | Buy |
+2,874
| New | +$295K | 0.11% | 73 |
|
|
2023
Q2 | – | Sell |
-2,539
| Closed | -$251K | – | 116 |
|
|
2023
Q1 | $251K | Buy |
+2,539
| New | +$251K | 0.1% | 92 |
|
|
2022
Q2 | – | Sell |
-3,330
| Closed | -$400K | – | 125 |
|
|
2022
Q1 | $400K | Sell |
3,330
-434
| -12% | -$52.1K | 0.18% | 68 |
|
|
2021
Q4 | $510K | Hold |
3,764
| – | – | 0.24% | 50 |
|
|
2021
Q3 | $530K | Buy |
+3,764
| New | +$530K | 0.27% | 47 |
|