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Cary Street Partners Investment Advisory’s Vanguard Communication Services ETF VOX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-150
Closed -$15.8K – 1758
2023
Q3 		$15.8K Hold
150
– – ﹤0.01% 1178
2023
Q2 		$15.9K Hold
150
– – ﹤0.01% 1113
2023
Q1 		$14.5K Hold
150
– – ﹤0.01% 1056
2022
Q4 		$12.3K Buy
+150
New +$12.7K ﹤0.01% 1095

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's VOX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Vanguard Communication Services ETF (VOX) in Q4 2023, closing a stake of 150 shares — an estimated $15.8K sold.

Cary Street Partners Investment Advisory first reported a position in VOX in Q4 2022 and held it in 4 quarters. The position peaked at $15.9K in Q2 2023. 379 funds tracked by Wall St. Rank hold VOX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard Communication Services ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 150 Vanguard Communication Services ETF shares in Q4 2023, an estimated $15.8K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Communication Services ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Vanguard Communication Services ETF position peaked at $15.9K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.