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EWG
Executive Wealth Group’s
Vanguard Communication Services ETF
VOX
Stock Holding History
Executive Wealth Group’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
Q1
$1.27M
Buy
9,968
+6,648
+200%
+$834K
0.26%
37
2023
Q4
$391K
Buy
3,320
+19
+0.6%
+$2.1K
0.25%
37
2023
Q3
$347K
Buy
3,301
+8
+0.2%
+$865
0.25%
39
2023
Q2
$350K
Hold
3,293
–
–
0.24%
40
2023
Q1
$318K
Buy
3,293
+11
+0.3%
+$1.01K
0.23%
41
2022
Q4
$270K
Buy
3,282
+9
+0.3%
+$759
0.21%
42
2022
Q3
$270K
Hold
3,273
–
–
0.23%
41
2022
Q2
$308K
Buy
3,273
+6
+0.2%
+$624
0.24%
41
2022
Q1
$392K
Buy
3,267
+4
+0.1%
+$490
0.26%
39
2021
Q4
$442K
Sell
3,263
-121
-4%
-$16.8K
0.27%
38
2021
Q3
$476K
Buy
3,384
+660
+24%
+$95.9K
0.29%
33
2021
Q2
$392K
Buy
2,724
+4
+0.1%
+$551
0.23%
37
2021
Q1
$354K
Buy
2,720
+752
+38%
+$95.8K
0.22%
38
2020
Q4
$237K
Buy
1,968
+3
+0.2%
+$335
0.16%
44
2020
Q3
$200K
Buy
+1,965
New
+$200K
0.15%
44
Other funds holding VOX
JP Morgan Chase
New York
$1.47T 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
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIS
Morningstar Investment Services
Chicago, Illinois
$546M AUM
8.26%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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