Freedom Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Freedom Investment 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 Q3	–	Sell	-4,322	Closed	-$597K	–	837
2024 Q2	$597K	Sell	4,322 -2,874	-40%	-$382K	0.05%	372
2024 Q1	$944K	Sell	7,196 -518	-7%	-$65K	0.08%	264
2023 Q4	$908K	Buy	7,714 +953	+14%	+$105K	0.07%	278
2023 Q3	$711K	Buy	6,761 +491	+8%	+$53.1K	0.09%	290
2023 Q2	$667K	Buy	6,270 +3,307	+112%	+$332K	0.07%	330
2023 Q1	$286K	Buy	+2,963	New	+$273K	0.03%	566
2019 Q3	–	Sell	-22,855	Closed	-$1.98M	–	738
2019 Q2	$1.98M	Sell	22,855 -3,054	-12%	-$264K	0.17%	132
2019 Q1	$2.16M	Sell	25,909 -42,855	-62%	-$3.5M	0.17%	127
2018 Q4	$5.09M	Buy	+68,764	New	+$5.49M	0.4%	35

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Freedom Investment Management's VOX Position: Q3 2024 in Review

Freedom Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q3 2024, closing a stake of 4,322 shares — an estimated $597K sold.

Freedom Investment Management first reported a position in VOX in Q4 2018 and held it in 9 quarters. The position peaked at $5.09M in Q4 2018. 435 funds tracked by Wall St. Rank hold VOX as of Q3 2024.

Freedom Investment Management reported no remaining Vanguard Communication Services ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 4,322 Vanguard Communication Services ETF shares in Q3 2024, an estimated $597K.
Freedom Investment Management first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 9 quarters.
Freedom Investment Management's Vanguard Communication Services ETF position peaked at $5.09M in Q4 2018.
435 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.