| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL James Langer Redmont Wealth Advisors LLC | 17,713 | $572,767.57 | $665,300.28 | $92,532.71 | 16.16% |
| BATS Exchange | US Country |
Vanguard World Fund - Vanguard Communication Services ETF is an exchange traded fund (ETF) that was launched and is managed by The Vanguard Group, Inc. This fund aims to provide investors with exposure to public equity markets in the United States, specifically focusing on companies in the communication services sector. The ETF includes a diverse range of investment styles, targeting both growth and value stocks that span across various market capitalizations. The primary objective of the fund is to track the performance of the MSCI US Investable Market Index (IMI)/Communication Services 25/50 through a full replication strategy. Established on September 23, 2004, this fund is fully domiciled in the United States, allowing investors the opportunity to participate in the dynamic communication services industry.
The Vanguard World Fund - Vanguard Communication Services ETF operates as an exchange traded fund, enabling investors to purchase shares in the fund on public stock exchanges, just like individual stocks. This structure provides liquidity and the ability to buy and sell throughout the trading day.
This ETF focuses primarily on companies that operate within the communication services sector, which includes telecommunications, media, entertainment, and other related industries. This targeted investment approach allows investors to capitalize on growth trends in communication technologies and services.
The fund invests in a mix of both growth and value stocks, offering diversification across different market capitalizations such as large-cap, mid-cap, and small-cap companies. This cross-sector approach enhances the fund's potential for returns while managing risk.
To achieve its investment goals, the fund employs a full replication method, which means it holds all or nearly all of the securities in the MSCI US Investable Market Index (IMI)/Communication Services 25/50. This technique helps ensure that the ETF closely mirrors the performance of its benchmark index.
Targeting investors with a long-term investment perspective, the ETF aims to deliver consistent performance that aligns with the broader communication services market trends, making it an appealing option for those looking to benefit from the growth in this industry over time.