Frisch Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

Frisch Financial 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
2022 Q4	–	Sell	-79,821	Closed	-$6.58M	–	134
2022 Q3	$6.58M	Buy	79,821 +28,220	+55%	+$2.69M	2.79%	13
2022 Q2	$4.85M	Buy	51,601 +4,888	+10%	+$508K	1.87%	21
2022 Q1	$5.61M	Buy	+46,713	New	+$5.72M	1.8%	22

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Frisch Financial Group's VOX Position: Q4 2022 in Review

Frisch Financial Group sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 79,821 shares — an estimated $6.58M sold.

Frisch Financial Group first reported a position in VOX in Q1 2022 and held it in 3 quarters. The position peaked at $6.58M in Q3 2022. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Frisch Financial Group reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Frisch Financial Group sold 79,821 Vanguard Communication Services ETF shares in Q4 2022, an estimated $6.58M.
Frisch Financial Group first reported a position in Vanguard Communication Services ETF in Q1 2022 and held it in 3 quarters.
Frisch Financial Group's Vanguard Communication Services ETF position peaked at $6.58M in Q3 2022.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Frisch Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.