Brown Miller Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Brown Miller 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 Q3	–	Sell	-4,105	Closed	-$386K	–	122
2022 Q2	$386K	Buy	4,105 +55	+1%	+$5.72K	0.26%	73
2022 Q1	$486K	Buy	4,050 +340	+9%	+$41.7K	0.28%	66
2021 Q4	$502K	Sell	3,710 -23	-0.6%	-$3.2K	0.29%	65
2021 Q3	$525K	Buy	3,733 +457	+14%	+$66.4K	0.33%	63
2021 Q2	$471K	Buy	3,276 +764	+30%	+$105K	0.3%	68
2021 Q1	$327K	Buy	2,512 +18	+0.7%	+$2.29K	0.23%	88
2020 Q4	$300K	Buy	+2,494	New	+$278K	0.23%	85

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 $1.94B AUM 22.01% 1-Year Est. Return

KIA

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

Brown Miller Wealth Management's VOX Position: Q3 2022 in Review

Brown Miller Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 4,105 shares — an estimated $386K sold.

Brown Miller Wealth Management first reported a position in VOX in Q4 2020 and held it in 7 quarters. The position peaked at $525K in Q3 2021. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Brown Miller Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Brown Miller Wealth Management sold 4,105 Vanguard Communication Services ETF shares in Q3 2022, an estimated $386K.
Brown Miller Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 7 quarters.
Brown Miller Wealth Management's Vanguard Communication Services ETF position peaked at $525K in Q3 2021.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Brown Miller Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.