Disciplined Investments’s Vanguard Communication Services ETF VOX Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-250	Closed	-$26.6K	–	1502
2023 Q2	$26.6K	Hold	250	–	–	0.01%	262
2023 Q1	$24.2K	Hold	250	–	–	0.01%	295
2022 Q4	$20.6K	Hold	250	–	–	0.01%	282
2022 Q3	$21K	Sell	250 -30	-11%	-$2.86K	0.01%	310
2022 Q2	$26K	Hold	280	–	–	0.01%	294
2022 Q1	$34K	Hold	280	–	–	0.01%	272
2021 Q4	$38K	Hold	280	–	–	0.02%	239
2021 Q3	$39K	Buy	280 +30	+12%	+$4.36K	0.02%	221
2021 Q2	$36K	Buy	+250	New	+$34.4K	0.02%	221

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

BCMIO

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

PCH

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIS

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

Disciplined Investments's VOX Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 250 shares — an estimated $26.6K sold.

Disciplined Investments first reported a position in VOX in Q2 2021 and held it in 9 quarters. The position peaked at $39K in Q3 2021. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

Disciplined Investments reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 250 Vanguard Communication Services ETF shares in Q3 2023, an estimated $26.6K.
Disciplined Investments first reported a position in Vanguard Communication Services ETF in Q2 2021 and held it in 9 quarters.
Disciplined Investments's Vanguard Communication Services ETF position peaked at $39K in Q3 2021.
353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.