AIA
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Allied Investment Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Allied Investment Advisors’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
Q2 		– Sell
-2,185
Closed -$262K – 61
2022
Q1 		$262K Hold
2,185
– – 0.09% 50
2021
Q4 		$296K Hold
2,185
– – 0.1% 48
2021
Q3 		$308K Sell
2,185
-75
-3% -$10.9K 0.12% 48
2021
Q2 		$325K Hold
2,260
– – 0.12% 46
2021
Q1 		$294K Buy
+2,260
New +$288K 0.13% 43

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Allied Investment Advisors's VOX Position: Q2 2022 in Review

Allied Investment Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 2,185 shares — an estimated $262K sold.

Allied Investment Advisors first reported a position in VOX in Q1 2021 and held it in 5 quarters. The position peaked at $325K in Q2 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

  • Allied Investment Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
  • Allied Investment Advisors sold 2,185 Vanguard Communication Services ETF shares in Q2 2022, an estimated $262K.
  • Allied Investment Advisors first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 5 quarters.
  • Allied Investment Advisors's Vanguard Communication Services ETF position peaked at $325K in Q2 2021.
  • 328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Allied Investment Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.