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Gen-Wealth Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Gen-Wealth Partners’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
Q4 		– Sell
-146
Closed -$21.9K – 685
2024
Q3 		$21.9K Buy
+146
New +$20.2K 0.01% 436

Other funds holding VOX

JP Morgan Chase
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Gen-Wealth Partners's VOX Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Vanguard Communication Services ETF (VOX) in Q4 2024, closing a stake of 146 shares — an estimated $21.9K sold.

Gen-Wealth Partners first reported a position in VOX in Q3 2024 and held it in 1 quarter. The position peaked at $21.9K in Q3 2024. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Vanguard Communication Services ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 146 Vanguard Communication Services ETF shares in Q4 2024, an estimated $21.9K.
  • Gen-Wealth Partners first reported a position in Vanguard Communication Services ETF in Q3 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Vanguard Communication Services ETF position peaked at $21.9K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.