SFA
Source Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,260
| Closed | -$213K | – | 115 |
|
|
2022
Q2 | $213K | Sell |
2,260
-80
| -3% | -$7.54K | 0.08% | 106 |
|
|
2022
Q1 | $281K | Sell |
2,340
-120
| -5% | -$14.4K | 0.08% | 98 |
|
|
2021
Q4 | $334K | Sell |
2,460
-34
| -1% | -$4.62K | 0.09% | 93 |
|
|
2021
Q3 | $351K | Sell |
2,494
-52
| -2% | -$7.32K | 0.09% | 82 |
|
|
2021
Q2 | $366K | Sell |
2,546
-77
| -3% | -$11.1K | 0.09% | 83 |
|
|
2021
Q1 | $341K | Buy |
2,623
+87
| +3% | +$11.3K | 0.09% | 85 |
|
|
2020
Q4 | $305K | Buy |
+2,536
| New | +$305K | 0.08% | 87 |
|