Evoke Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-1,092	Closed	-$90K	–	1123
2022 Q3	$90K	Hold	1,092	–	–	﹤0.01%	431
2022 Q2	$103K	Hold	1,092	–	–	﹤0.01%	409
2022 Q1	$131K	Hold	1,092	–	–	﹤0.01%	400
2021 Q4	$148K	Buy	1,092 +515	+89%	+$71.6K	﹤0.01%	400
2021 Q3	$81K	Hold	577	–	–	﹤0.01%	454
2021 Q2	$83K	Hold	577	–	–	﹤0.01%	468
2021 Q1	$75K	Sell	577 -244	-30%	-$31.1K	﹤0.01%	407
2020 Q4	$99K	Hold	821	–	–	0.01%	301
2020 Q3	$84K	Buy	821 +1	+0.1%	+$102	0.01%	304
2020 Q2	$76K	Buy	820 +243	+42%	+$21.5K	0.01%	304
2020 Q1	$44K	Buy	+577	New	+$52.1K	0.01%	354
2019 Q4	–	Sell	-550	Closed	-$47.8K	–	1477
2019 Q3	$47.8K	Buy	+550	New	+$48.5K	0.01%	474

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIS

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

RJFSA

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

Evoke Wealth's VOX Position: Q4 2022 in Review

Evoke Wealth sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 1,092 shares — an estimated $90K sold.

Evoke Wealth first reported a position in VOX in Q3 2019 and held it in 12 quarters. The position peaked at $148K in Q4 2021. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Evoke Wealth reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 1,092 Vanguard Communication Services ETF shares in Q4 2022, an estimated $90K.
Evoke Wealth first reported a position in Vanguard Communication Services ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Vanguard Communication Services ETF position peaked at $148K in Q4 2021.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.