ACG Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

ACG Wealth’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
2022 Q1	–	Sell	-7,380	Closed	-$1M	–	338
2021 Q4	$1M	Hold	7,380	–	–	0.14%	146
2021 Q3	$1.04M	Hold	7,380	–	–	0.14%	137
2021 Q2	$1.06M	Buy	7,380 +4,380	+146%	+$603K	0.13%	136
2021 Q1	$390K	Buy	+3,000	New	+$382K	0.05%	221

Other funds holding VOX

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACG Wealth's VOX Position: Q1 2022 in Review

ACG Wealth sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 7,380 shares — an estimated $1M sold.

ACG Wealth first reported a position in VOX in Q1 2021 and held it in 4 quarters. The position peaked at $1.06M in Q2 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

ACG Wealth reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
ACG Wealth sold 7,380 Vanguard Communication Services ETF shares in Q1 2022, an estimated $1M.
ACG Wealth first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 4 quarters.
ACG Wealth's Vanguard Communication Services ETF position peaked at $1.06M in Q2 2021.
334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on ACG Wealth's 13F filing for Q1 2022, filed 7 Apr 2022.