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Concord Wealth Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Concord Wealth Partners’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
-4
Closed -$471 – 910
2023
Q4 		$471 Hold
4
– – ﹤0.01% 779
2023
Q3 		$421 Hold
4
– – ﹤0.01% 990
2023
Q2 		$425 Buy
+4
New +$401 ﹤0.01% 1000

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Wealth Partners's VOX Position: Q1 2024 in Review

Concord Wealth Partners sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 4 shares — an estimated $471 sold.

Concord Wealth Partners first reported a position in VOX in Q2 2023 and held it in 3 quarters. The position peaked at $471 in Q4 2023. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

  • Concord Wealth Partners reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Vanguard Communication Services ETF shares in Q1 2024, an estimated $471.
  • Concord Wealth Partners first reported a position in Vanguard Communication Services ETF in Q2 2023 and held it in 3 quarters.
  • Concord Wealth Partners's Vanguard Communication Services ETF position peaked at $471 in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.