Compass Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Compass Financial 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
2023 Q2	–	Sell	-3,529	Closed	-$341K	–	113
2023 Q1	$341K	Sell	3,529 -143	-4%	-$13.2K	0.43%	80
2022 Q4	$302K	Sell	3,672 -14	-0.4%	-$1.18K	0.41%	84
2022 Q3	$304K	Buy	3,686 +1	+0%	+$95	0.45%	78
2022 Q2	$346K	Buy	3,685 +34	+0.9%	+$3.54K	0.47%	74
2022 Q1	$438K	Buy	3,651 +961	+36%	+$118K	0.48%	73
2021 Q4	$365K	Buy	+2,690	New	+$374K	0.4%	84

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

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

BCMIO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIS

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Compass Financial Advisors's VOX Position: Q2 2023 in Review

Compass Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2023, closing a stake of 3,529 shares — an estimated $341K sold.

Compass Financial Advisors first reported a position in VOX in Q4 2021 and held it in 6 quarters. The position peaked at $438K in Q1 2022. 351 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

Compass Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 3,529 Vanguard Communication Services ETF shares in Q2 2023, an estimated $341K.
Compass Financial Advisors first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's Vanguard Communication Services ETF position peaked at $438K in Q1 2022.
351 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.