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

Beaird Harris 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
Q2 		– Sell
-28
Closed -$3K – 620
2022
Q1 		$3K Hold
28
– – ﹤0.01% 503
2021
Q4 		$4K Buy
+28
New +$3.9K ﹤0.01% 507

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

Beaird Harris Wealth Management's VOX Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 28 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in VOX in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 28 Vanguard Communication Services ETF shares in Q2 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Vanguard Communication Services ETF position peaked at $4K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.