BDO Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

BDO Wealth 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
2023 Q2	$346K	Sell	3,257 -75	-2%	-$7.52K	0.04%	200
2023 Q1	$322K	Sell	3,332 -445	-12%	-$41K	0.04%	199
2022 Q4	$311K	Hold	3,777	–	–	0.04%	219
2022 Q3	$311K	Sell	3,777 -1,900	-33%	-$181K	0.04%	209
2022 Q2	$534K	Hold	5,677	–	–	0.07%	164
2022 Q1	$682K	Sell	5,677 -100	-2%	-$12.3K	0.07%	156
2021 Q4	$783K	Buy	5,777 +87	+2%	+$12.1K	0.08%	151
2021 Q3	$801K	Sell	5,690 -185	-3%	-$26.9K	0.09%	149
2021 Q2	$845K	Sell	5,875 -44	-0.7%	-$6.06K	0.09%	148
2021 Q1	$770K	Sell	5,919 -2,340	-28%	-$298K	0.09%	152
2020 Q4	$993K	Sell	8,259 -125	-1%	-$13.9K	0.14%	104
2020 Q3	$854K	Sell	8,384 -165	-2%	-$16.8K	0.14%	107
2020 Q2	$795K	Buy	8,549 +1,924	+29%	+$170K	0.14%	108
2020 Q1	$505K	Buy	6,625 +1,795	+37%	+$162K	0.1%	119
2019 Q4	$454K	Buy	4,830 +50	+1%	+$4.52K	0.12%	119
2019 Q3	$414K	Sell	4,780 -150	-3%	-$13.2K	0.11%	130
2019 Q2	$427K	Sell	4,930 -377	-7%	-$32.6K	0.12%	120
2019 Q1	$443K	Buy	5,307 +1,625	+44%	+$133K	0.13%	116
2018 Q4	$273K	Sell	3,682 -700	-16%	-$55.9K	0.09%	125
2018 Q3	$381K	Sell	4,382 -13	-0.3%	-$1.12K	0.12%	107
2018 Q2	$373K	Sell	4,395 -100	-2%	-$8.48K	0.13%	108
2018 Q1	$376K	Sell	4,495 -1,037	-19%	-$91.8K	0.14%	100
2017 Q4	$504K	Sell	5,532 -125	-2%	-$11.2K	0.23%	77
2017 Q3	$522K	Sell	5,657 -347	-6%	-$32K	0.26%	70
2017 Q2	$551K	Buy	+6,004	New	+$570K	0.24%	73

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BDO Wealth Advisors's VOX Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Communication Services ETF (VOX) stake by 2.3% in Q2 2023, selling an estimated $7.52K and leaving 3,257 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #200.

BDO Wealth Advisors first reported a position in VOX in Q2 2017 and has held it in 25 quarters since. The position peaked at $993K in Q4 2020. 350 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

BDO Wealth Advisors held 3,257 shares of Vanguard Communication Services ETF worth $346K as of Q2 2023.
BDO Wealth Advisors sold 75 Vanguard Communication Services ETF shares in Q2 2023, an estimated $7.52K.
Vanguard Communication Services ETF made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #200 holding.
BDO Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard Communication Services ETF position peaked at $993K in Q4 2020.
350 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.