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CPWM LLC’s Vanguard Communication Services ETF VOX Stock Holding History

CPWM LLC’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
Q3 		$216K Sell
2,622
-3,367
-56% -$321K 0.02% 302
2022
Q2 		$563K Buy
5,989
+3,500
+141% +$364K 0.05% 214
2022
Q1 		$299K Buy
2,489
+838
+51% +$103K 0.02% 270
2021
Q4 		$232K Buy
+1,651
New +$230K 0.02% 322
2021
Q2 		– Sell
-1,648
Closed -$214K – 339
2021
Q1 		$214K Buy
+1,648
New +$210K 0.02% 311

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return