Gradient Investments’s Vanguard Communication Services ETF VOX Stock Holding History

Gradient Investments’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	–	Sell	-219	Closed	-$25.8K	–	1827
2023 Q4	$25.8K	Hold	219	–	–	﹤0.01%	662
2023 Q3	$23K	Hold	219	–	–	﹤0.01%	652
2023 Q2	$23.3K	Hold	219	–	–	﹤0.01%	662
2023 Q1	$21.2K	Hold	219	–	–	﹤0.01%	670
2022 Q4	$18K	Buy	219 +198	+943%	+$16.7K	﹤0.01%	706
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	1174
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	1081
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	996
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	1032
2021 Q3	$3K	Hold	21	–	–	﹤0.01%	973
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	972
2021 Q1	$3K	Hold	21	–	–	﹤0.01%	976
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	992
2020 Q3	$2K	Hold	21	–	–	﹤0.01%	997
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	923
2020 Q1	$2K	Hold	21	–	–	﹤0.01%	941
2019 Q4	$2K	Hold	21	–	–	﹤0.01%	966
2019 Q3	$2K	Hold	21	–	–	﹤0.01%	947
2019 Q2	$2K	Hold	21	–	–	﹤0.01%	904
2019 Q1	$2K	Hold	21	–	–	﹤0.01%	763
2018 Q4	$2K	Sell	21 -54	-72%	-$4.31K	﹤0.01%	833
2018 Q3	$7K	Buy	75 +54	+257%	+$4.66K	﹤0.01%	695
2018 Q2	$2K	Hold	21	–	–	﹤0.01%	849
2018 Q1	$2K	Hold	21	–	–	﹤0.01%	848
2017 Q4	$2K	Buy	+21	New	+$1.89K	﹤0.01%	837
2017 Q2	–	Sell	-118	Closed	-$11K	–	916
2017 Q1	$11K	Buy	+118	New	+$11.6K	﹤0.01%	496
2016 Q4	–	Sell	-103	Closed	-$10K	–	807
2016 Q3	$10K	Buy	+103	New	+$10K	﹤0.01%	463

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

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 $666B AUM 30.12% 1-Year Est. Return

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

MIS

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

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

Gradient Investments's VOX Position: Q1 2024 in Review

Gradient Investments sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 219 shares — an estimated $25.8K sold.

Gradient Investments first reported a position in VOX in Q3 2016 and held it in 27 quarters. The position peaked at $25.8K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

Gradient Investments reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 219 Vanguard Communication Services ETF shares in Q1 2024, an estimated $25.8K.
Gradient Investments first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 27 quarters.
Gradient Investments's Vanguard Communication Services ETF position peaked at $25.8K in Q4 2023.
396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.