Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,184
| Closed | -$728K | – | 251 |
|
|
2023
Q4 | $728K | Buy |
+6,184
| New | +$728K | 0.07% | 147 |
|
|
2022
Q1 | – | Sell |
-17,348
| Closed | -$2.35M | – | 234 |
|
|
2021
Q4 | $2.35M | Sell |
17,348
-14,585
| -46% | -$1.98M | 0.25% | 79 |
|
|
2021
Q3 | $4.5M | Sell |
31,933
-496
| -2% | -$69.8K | 0.52% | 65 |
|
|
2021
Q2 | $4.66M | Buy |
+32,429
| New | +$4.66M | 0.57% | 63 |
|