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

Endurance 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
2023 Q2	$11K	Hold	99	–	–	﹤0.01%	489
2023 Q1	$10K	Hold	99	–	–	﹤0.01%	508
2022 Q4	$8K	Buy	+99	New	+$8.35K	﹤0.01%	498
2017 Q4	–	Sell	-400	Closed	-$37K	–	515
2017 Q3	$37K	Hold	400	–	–	0.01%	294
2017 Q2	$37K	Hold	400	–	–	0.01%	301
2017 Q1	$38K	Hold	400	–	–	0.01%	295
2016 Q4	$40K	Hold	400	–	–	0.01%	287
2016 Q3	$37K	Hold	400	–	–	0.01%	292
2016 Q2	$39K	Hold	400	–	–	0.01%	282
2016 Q1	$37K	Hold	400	–	–	0.01%	285
2015 Q4	$34K	Hold	400	–	–	0.01%	302
2015 Q3	$33K	Buy	+400	New	+$33.8K	0.01%	302

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Endurance Wealth Management's VOX Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Communication Services ETF (VOX) position steady in Q2 2023 at 99 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Endurance Wealth Management first reported a position in VOX in Q3 2015 and has held it in 12 quarters since. The position peaked at $40K in Q4 2016. 350 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

Endurance Wealth Management held 99 shares of Vanguard Communication Services ETF worth $11K as of Q2 2023.
Endurance Wealth Management left its Vanguard Communication Services ETF share count unchanged in Q2 2023.
Vanguard Communication Services ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #489 holding.
Endurance Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2015 and has held it in 12 quarters since.
Endurance Wealth Management's Vanguard Communication Services ETF position peaked at $40K in Q4 2016.
350 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.