Bison Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Bison Wealth’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 Q3	–	Sell	-481	Closed	-$45K	–	366
2022 Q2	$45K	Hold	481	–	–	0.03%	235
2022 Q1	$58K	Hold	481	–	–	0.03%	258
2021 Q4	$65K	Sell	481 -164	-25%	-$22.8K	0.04%	236
2021 Q3	$91K	Sell	645 -20	-3%	-$2.91K	0.04%	289
2021 Q2	$96K	Sell	665 -47	-7%	-$6.47K	0.04%	283
2021 Q1	$93K	Buy	712 +31	+5%	+$3.95K	0.04%	284
2020 Q4	$82K	Hold	681	–	–	0.04%	267
2020 Q3	$69K	Sell	681 -20	-3%	-$2.03K	0.04%	236
2020 Q2	$65K	Buy	701 +173	+33%	+$15.3K	0.04%	239
2020 Q1	$40K	Sell	528 -80	-13%	-$7.23K	0.03%	247
2019 Q4	$57K	Buy	+608	New	+$55K	0.03%	291
2015 Q3	–	Sell	-2,475	Closed	-$215K	–	269
2015 Q2	$215K	Buy	+2,475	New	+$219K	0.13%	210

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

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

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

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

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

RJFSA

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Bison Wealth's VOX Position: Q3 2022 in Review

Bison Wealth sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 481 shares — an estimated $45K sold.

Bison Wealth first reported a position in VOX in Q2 2015 and held it in 12 quarters. The position peaked at $215K in Q2 2015. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Bison Wealth reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 481 Vanguard Communication Services ETF shares in Q3 2022, an estimated $45K.
Bison Wealth first reported a position in Vanguard Communication Services ETF in Q2 2015 and held it in 12 quarters.
Bison Wealth's Vanguard Communication Services ETF position peaked at $215K in Q2 2015.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.