CHA
VOX icon

Carmichael Hill & Associates’s Vanguard Communication Services ETF VOX Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$727K Buy
5,002
+1,028
+26% +$142K 0.26% 76
2024
Q2 		$549K Buy
3,974
+1,173
+42% +$156K 0.22% 83
2024
Q1 		$368K Buy
2,801
+446
+19% +$56K 0.15% 114
2023
Q4 		$277K Buy
2,355
+1,541
+189% +$170K 0.11% 144
2023
Q3 		$85.6K Hold
814
– – 0.04% 253
2023
Q2 		$86.5K Sell
814
-339
-29% -$34K 0.04% 263
2023
Q1 		$111K Sell
1,153
-80
-6% -$7.37K 0.05% 224
2022
Q4 		$101K Sell
1,233
-114
-8% -$9.62K 0.05% 236
2022
Q3 		$111K Sell
1,347
-1,789
-57% -$171K 0.06% 212
2022
Q2 		$295K Buy
3,136
+425
+16% +$44.2K 0.15% 121
2022
Q1 		$325K Buy
2,711
+1,796
+196% +$220K 0.15% 124
2021
Q4 		$124K Sell
915
-189
-17% -$26.3K 0.06% 228
2021
Q3 		$155K Buy
1,104
+283
+34% +$41.1K 0.08% 200
2021
Q2 		$118K Buy
821
+301
+58% +$41.5K 0.06% 228
2021
Q1 		$68K Buy
+520
New +$66.3K 0.04% 286

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Carmichael Hill & Associates's VOX Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Communication Services ETF (VOX) stake by 26% in Q3 2024, buying an estimated $142K and bringing the position to 5,002 shares worth $727K. The position accounts for 0.26% of the portfolio, ranked #76.

Carmichael Hill & Associates first reported a position in VOX in Q1 2021 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold VOX as of Q3 2024.

  • Carmichael Hill & Associates held 5,002 shares of Vanguard Communication Services ETF worth $727K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,028 Vanguard Communication Services ETF shares in Q3 2024, an estimated $142K.
  • Vanguard Communication Services ETF made up 0.26% of Carmichael Hill & Associates's portfolio in Q3 2024, its #76 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Communication Services ETF in Q1 2021 and has held it in 15 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.