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

EPG 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
2024
Q2 		– Sell
-144
Closed -$19.1K – 368
2024
Q1 		$18.9K Buy
+144
New +$18.1K ﹤0.01% 364

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EPG Wealth Management's VOX Position: Q2 2024 in Review

EPG Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2024, closing a stake of 144 shares — an estimated $19.1K sold.

EPG Wealth Management first reported a position in VOX in Q1 2024 and held it in 1 quarter. The position peaked at $18.9K in Q1 2024. 416 funds tracked by Wall St. Rank hold VOX as of Q2 2024.

  • EPG Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 144 Vanguard Communication Services ETF shares in Q2 2024, an estimated $19.1K.
  • EPG Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2024 and held it in 1 quarter.
  • EPG Wealth Management's Vanguard Communication Services ETF position peaked at $18.9K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.