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Guardian Wealth Management (Illinois)’s Vanguard Communication Services ETF VOX Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q1 		– Sell
-264
Closed -$21.7K – 255
2022
Q4 		$21.7K Buy
+264
New +$22.3K 0.02% 139
2022
Q1 		– Sell
-345
Closed -$47K – 239
2021
Q4 		$47K Buy
+345
New +$48K 0.05% 125

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VOX Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 264 shares — an estimated $21.7K sold.

Guardian Wealth Management (Illinois) first reported a position in VOX in Q4 2021 and held it in 2 quarters. The position peaked at $47K in Q4 2021. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 264 Vanguard Communication Services ETF shares in Q1 2023, an estimated $21.7K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Management (Illinois)'s Vanguard Communication Services ETF position peaked at $47K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.