TSWM
Triangle Securities Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Buy |
6,804
+35
| +0.5% | +$5.99K | 0.29% | 87 |
|
2025
Q1 | $1M | Buy |
6,769
+265
| +4% | +$39.3K | 0.26% | 101 |
|
2024
Q4 | $1.01M | Buy |
6,504
+346
| +6% | +$53.6K | 0.26% | 101 |
|
2024
Q3 | $895K | Buy |
6,158
+1,123
| +22% | +$163K | 0.23% | 116 |
|
2024
Q2 | $696K | Sell |
5,035
-203
| -4% | -$28.1K | 0.2% | 127 |
|
2024
Q1 | $687K | Sell |
5,238
-495
| -9% | -$65K | 0.2% | 125 |
|
2023
Q4 | $675K | Buy |
5,733
+375
| +7% | +$44.1K | 0.21% | 122 |
|
2023
Q3 | $564K | Sell |
5,358
-410
| -7% | -$43.1K | 0.2% | 123 |
|
2023
Q2 | $613K | Sell |
5,768
-440
| -7% | -$46.8K | 0.21% | 121 |
|
2023
Q1 | $600K | Sell |
6,208
-55
| -0.9% | -$5.32K | 0.21% | 122 |
|
2022
Q4 | $515K | Sell |
6,263
-4,444
| -42% | -$366K | 0.19% | 130 |
|
2022
Q3 | $882K | Buy |
10,707
+7,620
| +247% | +$628K | 0.36% | 80 |
|
2022
Q2 | $290K | Sell |
3,087
-20
| -0.6% | -$1.88K | 0.11% | 154 |
|
2022
Q1 | $373K | Sell |
3,107
-397
| -11% | -$47.7K | 0.12% | 149 |
|
2021
Q4 | $475K | Buy |
3,504
+120
| +4% | +$16.3K | 0.15% | 137 |
|
2021
Q3 | $476K | Sell |
3,384
-15
| -0.4% | -$2.11K | 0.16% | 135 |
|
2021
Q2 | $489K | Sell |
3,399
-30
| -0.9% | -$4.32K | 0.17% | 134 |
|
2021
Q1 | $446K | Sell |
3,429
-20
| -0.6% | -$2.6K | 0.16% | 134 |
|
2020
Q4 | $415K | Hold |
3,449
| – | – | 0.16% | 134 |
|
2020
Q3 | $351K | Buy |
3,449
+95
| +3% | +$9.67K | 0.16% | 135 |
|
2020
Q2 | $312K | Buy |
+3,354
| New | +$312K | 0.15% | 133 |
|