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Carolinas Wealth Consulting’s Vanguard Communication Services ETF VOX Stock Holding History

Carolinas Wealth 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
2024
Q3 		– Sell
-42
Closed -$5.82K – 1100
2024
Q2 		$5.82K Hold
42
– – ﹤0.01% 629
2024
Q1 		$5.51K Buy
+42
New +$5.27K ﹤0.01% 635
2021
Q2 		– Sell
-425
Closed -$55K – 1012
2021
Q1 		$55K Hold
425
– – 0.01% 344
2020
Q4 		$51K Buy
+425
New +$47.4K 0.01% 338

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
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

Carolinas Wealth Consulting's VOX Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Vanguard Communication Services ETF (VOX) in Q3 2024, closing a stake of 42 shares — an estimated $5.82K sold.

Carolinas Wealth Consulting first reported a position in VOX in Q4 2020 and held it in 4 quarters. The position peaked at $55K in Q1 2021. 436 funds tracked by Wall St. Rank hold VOX as of Q3 2024.

  • Carolinas Wealth Consulting reported no remaining Vanguard Communication Services ETF position as of Q3 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42 Vanguard Communication Services ETF shares in Q3 2024, an estimated $5.82K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Vanguard Communication Services ETF position peaked at $55K in Q1 2021.
  • 436 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.