Elevated Capital Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Elevated Capital Advisors’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	-17,170	Closed	-$2.25M	–	250
2024 Q1	$2.25M	Buy	17,170 +6,211	+57%	+$779K	0.65%	50
2023 Q4	$1.29M	Buy	10,959 +4,884	+80%	+$539K	0.4%	80
2023 Q3	$639K	Buy	+6,075	New	+$657K	0.22%	107
2021 Q1	$319K	Sell	2,364 -170	-7%	-$21.7K	0.12%	145
2020 Q4	$305K	Sell	2,534 -484	-16%	-$54K	0.13%	151
2020 Q3	$333K	Buy	+3,018	New	+$306K	0.16%	137

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

Elevated Capital Advisors's VOX Position: Q2 2024 in Review

Elevated Capital Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2024, closing a stake of 17,170 shares — an estimated $2.25M sold.

Elevated Capital Advisors first reported a position in VOX in Q3 2020 and held it in 6 quarters. The position peaked at $2.25M in Q1 2024. 415 funds tracked by Wall St. Rank hold VOX as of Q2 2024.

Elevated Capital Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2024 after selling out during the quarter.
Elevated Capital Advisors sold 17,170 Vanguard Communication Services ETF shares in Q2 2024, an estimated $2.25M.
Elevated Capital Advisors first reported a position in Vanguard Communication Services ETF in Q3 2020 and held it in 6 quarters.
Elevated Capital Advisors's Vanguard Communication Services ETF position peaked at $2.25M in Q1 2024.
415 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2024.

Based on Elevated Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.