WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $384K | Buy |
4,183
+1,160
| +38% | +$106K | 0.09% | 240 |
|
|
2017
Q1 | $287K | Sell |
3,023
-1,159
| -28% | -$110K | 0.08% | 265 |
|
|
2016
Q4 | $419K | Buy |
4,182
+551
| +15% | +$55.2K | 0.1% | 227 |
|
|
2016
Q3 | $343K | Buy |
3,631
+280
| +8% | +$26.5K | 0.09% | 237 |
|
|
2016
Q2 | $330K | Buy |
3,351
+361
| +12% | +$35.6K | 0.09% | 223 |
|
|
2016
Q1 | $277K | Buy |
2,990
+156
| +6% | +$14.5K | 0.08% | 249 |
|
|
2015
Q4 | $238K | Buy |
2,834
+2,493
| +731% | +$209K | 0.07% | 262 |
|
|
2015
Q3 | $27K | Sell |
341
-53
| -13% | -$4.2K | 0.01% | 812 |
|
|
2015
Q2 | $34K | Buy |
394
+63
| +19% | +$5.44K | 0.01% | 832 |
|
|
2015
Q1 | $29K | Sell |
331
-35
| -10% | -$3.07K | 0.01% | 891 |
|
|
2014
Q4 | $31K | Buy |
366
+8
| +2% | +$678 | 0.01% | 1072 |
|
|
2014
Q3 | $31K | Hold |
358
| – | – | 0.01% | 1106 |
|
|
2014
Q2 | $31K | Sell |
358
-34
| -9% | -$2.94K | 0.01% | 1097 |
|
|
2014
Q1 | $33K | Sell |
392
-300
| -43% | -$25.3K | 0.01% | 1063 |
|
|
2013
Q4 | $58K | Sell |
692
-83
| -11% | -$6.96K | 0.01% | 945 |
|
|
2013
Q3 | $63K | Buy |
775
+129
| +20% | +$10.5K | 0.01% | 838 |
|
|
2013
Q2 | $51K | Buy |
+646
| New | +$51K | 0.01% | 880 |
|