Accel Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Accel Wealth Management’s Portfolio VOX Stock Details VOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-508	Closed	-$49.1K	–	851
2023 Q1	$49.1K	Hold	508	–	–	0.02%	492
2022 Q4	$41.8K	Hold	508	–	–	0.02%	389
2022 Q3	$44K	Hold	508	–	–	0.02%	397
2022 Q2	$49K	Hold	508	–	–	0.03%	354
2022 Q1	$61K	Sell	508 -113	-18%	-$13.8K	0.03%	335
2021 Q4	$84K	Hold	621	–	–	0.04%	286
2021 Q3	$87K	Buy	621 +90	+17%	+$13.1K	0.06%	245
2021 Q2	$76K	Buy	531 +55	+12%	+$7.58K	0.05%	270
2021 Q1	$62K	Hold	476	–	–	0.05%	283
2020 Q4	$57K	Buy	+476	New	+$53.1K	0.05%	272

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Accel Wealth Management's VOX Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2023, closing a stake of 508 shares — an estimated $49.1K sold.

Accel Wealth Management first reported a position in VOX in Q4 2020 and held it in 10 quarters. The position peaked at $87K in Q3 2021. 351 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 508 Vanguard Communication Services ETF shares in Q2 2023, an estimated $49.1K.
Accel Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard Communication Services ETF position peaked at $87K in Q3 2021.
351 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.