Bradley & Co Private Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Bradley & Co Private 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	-221	Closed	-$18K	–	188
2022 Q3	$18K	Hold	221	–	–	0.02%	102
2022 Q2	$21K	Hold	221	–	–	0.02%	109
2022 Q1	$27K	Hold	221	–	–	0.02%	104
2021 Q4	$30K	Hold	221	–	–	0.02%	106
2021 Q3	$31K	Hold	221	–	–	0.03%	109
2021 Q2	$32K	Hold	221	–	–	0.03%	114
2021 Q1	$29K	Buy	+221	New	+$28.2K	0.03%	117

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Bradley & Co Private Wealth Management's VOX Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 221 shares — an estimated $18K sold.

Bradley & Co Private Wealth Management first reported a position in VOX in Q1 2021 and held it in 7 quarters. The position peaked at $32K in Q2 2021. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 221 Vanguard Communication Services ETF shares in Q4 2022, an estimated $18K.
Bradley & Co Private Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's Vanguard Communication Services ETF position peaked at $32K in Q2 2021.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.