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Bedel Financial Consulting’s Vanguard Communication Services ETF VOX Stock Holding History

Bedel Financial Consulting’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
Q1 		– Sell
-24
Closed -$3K – 1070
2021
Q4 		$3K Sell
24
-21
-47% -$2.92K ﹤0.01% 862
2021
Q3 		$6K Buy
+45
New +$6.54K ﹤0.01% 761

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bedel Financial Consulting's VOX Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 24 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in VOX in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 24 Vanguard Communication Services ETF shares in Q1 2022, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's Vanguard Communication Services ETF position peaked at $6K in Q3 2021.
  • 334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.