Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,605
| Closed | -$199K | – | 359 |
|
|
2021
Q4 | $199K | Sell |
1,605
-375
| -19% | -$46.5K | 0.1% | 121 |
|
|
2021
Q3 | $284K | Buy |
1,980
+1,855
| +1,484% | +$266K | 0.14% | 105 |
|
|
2021
Q2 | $18K | Hold |
125
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $17K | Hold |
125
| – | – | 0.01% | 318 |
|
|
2020
Q4 | $15K | Hold |
125
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $13K | Hold |
125
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $12K | Sell |
125
-140
| -53% | -$13.4K | 0.01% | 299 |
|
|
2020
Q1 | $21K | Buy |
265
+125
| +89% | +$9.91K | 0.02% | 245 |
|
|
2019
Q4 | $13K | Buy |
+140
| New | +$13K | 0.01% | 276 |
|