Comprehensive Financial Consultants Institutional’s Vanguard Communication Services ETF VOX Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	–	Sell	-2,331	Closed	-$306K	–	165
2024 Q1	$306K	Sell	2,331 -746	-24%	-$93.6K	0.13%	136
2023 Q4	$362K	Sell	3,077 -427	-12%	-$47.1K	0.17%	127
2023 Q3	$369K	Hold	3,504	–	–	0.19%	119
2023 Q2	$383K	Hold	3,504	–	–	0.2%	118
2023 Q1	$339K	Buy	+3,504	New	+$323K	0.19%	124
2022 Q1	–	Sell	-2,392	Closed	-$286K	–	491
2021 Q4	$286K	Buy	+2,392	New	+$333K	0.18%	124

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

Comprehensive Financial Consultants Institutional's VOX Position: Q2 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Communication Services ETF (VOX) in Q2 2024, closing a stake of 2,331 shares — an estimated $306K sold.

Comprehensive Financial Consultants Institutional first reported a position in VOX in Q4 2021 and held it in 6 quarters. The position peaked at $383K in Q2 2023. 415 funds tracked by Wall St. Rank hold VOX as of Q2 2024.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard Communication Services ETF position as of Q2 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 2,331 Vanguard Communication Services ETF shares in Q2 2024, an estimated $306K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 6 quarters.
Comprehensive Financial Consultants Institutional's Vanguard Communication Services ETF position peaked at $383K in Q2 2023.
415 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2024, filed 17 Jul 2024.