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

Clearstead 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
2024 Q1	–	Sell	-19	Closed	-$2.24K	–	1635
2023 Q4	$2.24K	Sell	19 -19	-50%	-$2.1K	﹤0.01%	1268
2023 Q3	$4K	Buy	38 +19	+100%	+$2.06K	﹤0.01%	1285
2023 Q2	$2.02K	Hold	19	–	–	﹤0.01%	1151
2023 Q1	$1.84K	Hold	19	–	–	﹤0.01%	1149
2022 Q4	$1.56K	Hold	19	–	–	﹤0.01%	1127
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	1108
2022 Q2	$2K	Sell	19 -55	-74%	-$5.72K	﹤0.01%	1139
2022 Q1	$9K	Hold	74	–	–	﹤0.01%	1007
2021 Q4	$10K	Hold	74	–	–	﹤0.01%	931
2021 Q3	$10K	Hold	74	–	–	﹤0.01%	952
2021 Q2	$11K	Hold	74	–	–	﹤0.01%	792
2021 Q1	$10K	Sell	74 -207	-74%	-$26.4K	﹤0.01%	789
2020 Q4	$34K	Hold	281	–	–	﹤0.01%	565
2020 Q3	$29K	Buy	+281	New	+$28.5K	﹤0.01%	548

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Clearstead Advisors's VOX Position: Q1 2024 in Review

Clearstead Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 19 shares — an estimated $2.24K sold.

Clearstead Advisors first reported a position in VOX in Q3 2020 and held it in 14 quarters. The position peaked at $34K in Q4 2020. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

Clearstead Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
Clearstead Advisors sold 19 Vanguard Communication Services ETF shares in Q1 2024, an estimated $2.24K.
Clearstead Advisors first reported a position in Vanguard Communication Services ETF in Q3 2020 and held it in 14 quarters.
Clearstead Advisors's Vanguard Communication Services ETF position peaked at $34K in Q4 2020.
396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.