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

Advocacy Wealth Management Services’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 Q3	–	Sell	-69	Closed	-$6K	–	153
2022 Q2	$6K	Hold	69	–	–	﹤0.01%	110
2022 Q1	$8K	Hold	69	–	–	﹤0.01%	112
2021 Q4	$9K	Hold	69	–	–	﹤0.01%	124
2021 Q3	$10K	Hold	69	–	–	﹤0.01%	121
2021 Q2	$10K	Hold	69	–	–	﹤0.01%	139
2021 Q1	$9K	Hold	69	–	–	﹤0.01%	123
2020 Q4	$8K	Hold	69	–	–	﹤0.01%	122
2020 Q3	$7K	Hold	69	–	–	﹤0.01%	121
2020 Q2	$6K	Hold	69	–	–	﹤0.01%	120
2020 Q1	$5K	Hold	69	–	–	﹤0.01%	108
2019 Q4	$6K	Sell	69 -3	-4%	-$271	﹤0.01%	131
2019 Q3	$6K	Hold	72	–	–	﹤0.01%	135
2019 Q2	$6K	Hold	72	–	–	﹤0.01%	149
2019 Q1	$6K	Hold	72	–	–	0.01%	112
2018 Q4	$5K	Buy	+72	New	+$5.75K	﹤0.01%	140
2016 Q3	–	Sell	-241	Closed	-$24K	–	395
2016 Q2	$24K	Sell	241 -14	-5%	-$1.3K	0.01%	213
2016 Q1	$24K	Buy	+255	New	+$21.9K	0.02%	270

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

RJFSA

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Advocacy Wealth Management Services's VOX Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 69 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in VOX in Q1 2016 and held it in 17 quarters. The position peaked at $24K in Q2 2016. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Advocacy Wealth Management Services reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 69 Vanguard Communication Services ETF shares in Q3 2022, an estimated $6K.
Advocacy Wealth Management Services first reported a position in Vanguard Communication Services ETF in Q1 2016 and held it in 17 quarters.
Advocacy Wealth Management Services's Vanguard Communication Services ETF position peaked at $24K in Q2 2016.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.