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

Avitas 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
2022 Q4	–	Sell	-5,543	Closed	-$457K	–	205
2022 Q3	$457K	Sell	5,543 -69,062	-93%	-$6.58M	0.1%	139
2022 Q2	$7.01M	Buy	+74,605	New	+$7.76M	1.53%	14
2020 Q1	–	Sell	-8,966	Closed	-$842K	–	175
2019 Q4	$842K	Sell	8,966 -95	-1%	-$8.59K	0.22%	117
2019 Q3	$786K	Sell	9,061 -181	-2%	-$16K	0.22%	115
2019 Q2	$801K	Buy	9,242 +199	+2%	+$17.2K	0.22%	116
2019 Q1	$755K	Buy	9,043 +15	+0.2%	+$1.22K	0.22%	115
2018 Q4	$669K	Buy	+9,028	New	+$721K	0.22%	115

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

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

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

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

MIS

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

RJFSA

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

Avitas Wealth Management's VOX Position: Q4 2022 in Review

Avitas Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 5,543 shares — an estimated $457K sold.

Avitas Wealth Management first reported a position in VOX in Q4 2018 and held it in 7 quarters. The position peaked at $7.01M in Q2 2022. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Avitas Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 5,543 Vanguard Communication Services ETF shares in Q4 2022, an estimated $457K.
Avitas Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 7 quarters.
Avitas Wealth Management's Vanguard Communication Services ETF position peaked at $7.01M in Q2 2022.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.