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Halpern Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Halpern Financial’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 		$17.1K Hold
118
– – ﹤0.01% 137
2024
Q2 		$16.3K Buy
+118
New +$15.7K ﹤0.01% 134

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Halpern Financial's VOX Position: Q3 2024 in Review

Halpern Financial held its Vanguard Communication Services ETF (VOX) position steady in Q3 2024 at 118 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Halpern Financial first reported a position in VOX in Q2 2024 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold VOX as of Q3 2024.

  • Halpern Financial held 118 shares of Vanguard Communication Services ETF worth $17.1K as of Q3 2024.
  • Halpern Financial left its Vanguard Communication Services ETF share count unchanged in Q3 2024.
  • Vanguard Communication Services ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #137 holding.
  • Halpern Financial first reported a position in Vanguard Communication Services ETF in Q2 2024 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.