Tiedemann Advisors’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
$415K Buy
3,936
+10
+0.3% +$1.06K 0.02% 184
2023
Q2
$418K Sell
3,926
-1,239
-24% -$132K 0.02% 172
2023
Q1
$499K Buy
5,165
+17
+0.3% +$1.64K 0.02% 153
2022
Q4
$423K Buy
5,148
+23
+0.4% +$1.89K 0.02% 167
2022
Q3
$423K Hold
5,125
0.03% 157
2022
Q2
$482K Buy
5,125
+10
+0.2% +$940 0.04% 156
2022
Q1
$614K Buy
5,115
+7
+0.1% +$840 0.03% 173
2021
Q4
$692K Buy
5,108
+777
+18% +$105K 0.03% 164
2021
Q3
$611K Sell
4,331
-7,473
-63% -$1.05M 0.03% 173
2021
Q2
$1.7M Buy
11,804
+13
+0.1% +$1.87K 0.07% 122
2021
Q1
$1.53M Hold
11,791
0.07% 125
2020
Q4
$1.42M Buy
11,791
+1,294
+12% +$156K 0.07% 123
2020
Q3
$1.07M Buy
10,497
+8
+0.1% +$815 0.05% 169
2020
Q2
$976K Buy
10,489
+7
+0.1% +$651 0.05% 166
2020
Q1
$798K Buy
10,482
+2,608
+33% +$199K 0.05% 173
2019
Q4
$739K Sell
7,874
-2,600
-25% -$244K 0.04% 183
2019
Q3
$911K Buy
10,474
+2,325
+29% +$202K 0.04% 182
2019
Q2
$706K Buy
8,149
+5,148
+172% +$446K 0.04% 179
2019
Q1
$251K Buy
+3,001
New +$251K 0.01% 382