Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
8,750
+4,373
| +100% | +$748K | 0.04% | 208 |
|
|
2025
Q1 | $650K | Buy |
4,377
+25
| +0.6% | +$3.71K | 0.02% | 342 |
|
|
2024
Q4 | $674K | Sell |
4,352
-109
| -2% | -$16.9K | 0.02% | 337 |
|
|
2024
Q3 | $649K | Sell |
4,461
-26
| -0.6% | -$3.78K | 0.02% | 347 |
|
|
2024
Q2 | $620K | Buy |
+4,487
| New | +$620K | 0.02% | 327 |
|
|
2021
Q2 | – | Sell |
-126
| Closed | -$16K | – | 1690 |
|
|
2021
Q1 | $16K | Hold |
126
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q4 | $15K | Hold |
126
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q3 | $13K | Hold |
126
| – | – | ﹤0.01% | 990 |
|
|
2020
Q2 | $12K | Sell |
126
-221
| -64% | -$21K | ﹤0.01% | 1172 |
|
|
2020
Q1 | $28K | Buy |
347
+158
| +84% | +$12.7K | ﹤0.01% | 762 |
|
|
2019
Q4 | $18K | Hold |
189
| – | – | ﹤0.01% | 936 |
|
|
2019
Q3 | $16K | Hold |
189
| – | – | ﹤0.01% | 900 |
|
|
2019
Q2 | $16K | Hold |
189
| – | – | ﹤0.01% | 909 |
|
|
2019
Q1 | $16K | Hold |
189
| – | – | ﹤0.01% | 842 |
|
|
2018
Q4 | $14K | Hold |
189
| – | – | ﹤0.01% | 797 |
|
|
2018
Q3 | $15K | Hold |
189
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $16K | Hold |
189
| – | – | ﹤0.01% | 827 |
|
|
2018
Q1 | $16K | Hold |
189
| – | – | ﹤0.01% | 798 |
|
|
2017
Q4 | $17K | Buy |
189
+105
| +125% | +$9.44K | ﹤0.01% | 714 |
|
|
2017
Q3 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 761 |
|