Visionary Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,778
| Closed | -$2M | – | 564 |
|
2024
Q3 | $2M | Sell |
13,778
-185
| -1% | -$26.9K | 0.12% | 176 |
|
2024
Q2 | $1.93M | Sell |
13,963
-269
| -2% | -$37.2K | 0.13% | 170 |
|
2024
Q1 | $1.87M | Sell |
14,232
-140
| -1% | -$18.4K | 0.13% | 172 |
|
2023
Q4 | $1.69M | Sell |
14,372
-1,037
| -7% | -$122K | 0.12% | 169 |
|
2023
Q3 | $1.62M | Buy |
15,409
+711
| +5% | +$74.8K | 0.13% | 160 |
|
2023
Q2 | $1.56M | Sell |
14,698
-4,340
| -23% | -$461K | 0.13% | 162 |
|
2023
Q1 | $1.84M | Sell |
19,038
-4,513
| -19% | -$436K | 0.16% | 135 |
|
2022
Q4 | $1.94M | Buy |
23,551
+775
| +3% | +$63.7K | 0.18% | 122 |
|
2022
Q3 | $1.88M | Buy |
22,776
+307
| +1% | +$25.3K | 0.19% | 116 |
|
2022
Q2 | $2.11M | Buy |
22,469
+1,155
| +5% | +$109K | 0.19% | 116 |
|
2022
Q1 | $2.56M | Buy |
+21,314
| New | +$2.56M | 0.21% | 109 |
|