Doyle Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Doyle Wealth Management’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 Q2	–	Sell	-3,322	Closed	-$399K	–	252
2022 Q1	$399K	Sell	3,322 -97	-3%	-$11.9K	0.03%	171
2021 Q4	$464K	Buy	3,419 +1,873	+121%	+$261K	0.03%	149
2021 Q3	$218K	Hold	1,546	–	–	0.02%	210
2021 Q2	$222K	Hold	1,546	–	–	0.02%	206
2021 Q1	$201K	Buy	+1,546	New	+$197K	0.02%	209
2019 Q3	–	Sell	-1,420	Closed	-$123K	–	748
2019 Q2	$123K	Buy	+1,420	New	+$123K	0.02%	247
2019 Q1	–	Sell	-1,419	Closed	-$105K	–	742
2018 Q4	$105K	Buy	+1,419	New	+$113K	0.02%	241

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Doyle Wealth Management's VOX Position: Q2 2022 in Review

Doyle Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 3,322 shares — an estimated $399K sold.

Doyle Wealth Management first reported a position in VOX in Q4 2018 and held it in 7 quarters. The position peaked at $464K in Q4 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Doyle Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 3,322 Vanguard Communication Services ETF shares in Q2 2022, an estimated $399K.
Doyle Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 7 quarters.
Doyle Wealth Management's Vanguard Communication Services ETF position peaked at $464K in Q4 2021.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.