Claro Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Claro Advisors’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 Q2	–	Sell	-2,647	Closed	-$359K	–	326
2022 Q1	$359K	Hold	2,647	–	–	0.13%	173
2021 Q4	$359K	Buy	2,647 +112	+4%	+$15.6K	0.13%	173
2021 Q3	$357K	Sell	2,535 -10	-0.4%	-$1.45K	0.15%	168
2021 Q2	$366K	Buy	2,545 +548	+27%	+$75.5K	0.16%	152
2021 Q1	$260K	Buy	+1,997	New	+$254K	0.13%	172

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.76B AUM 18.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Claro Advisors's VOX Position: Q2 2022 in Review

Claro Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 2,647 shares — an estimated $359K sold.

Claro Advisors first reported a position in VOX in Q1 2021 and held it in 5 quarters. The position peaked at $366K in Q2 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Claro Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 2,647 Vanguard Communication Services ETF shares in Q2 2022, an estimated $359K.
Claro Advisors first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 5 quarters.
Claro Advisors's Vanguard Communication Services ETF position peaked at $366K in Q2 2021.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.