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

Houlihan Financial Resource 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
2023
Q3 		– Sell
-29,390
Closed -$2.95M – 167
2023
Q2 		$2.95M Buy
+29,390
New +$2.95M 0.09% 64
2020
Q3 		$80K Buy
+720
New +$73.1K 0.05% 142

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Houlihan Financial Resource Group's VOX Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 29,390 shares — an estimated $2.95M sold.

Houlihan Financial Resource Group first reported a position in VOX in Q3 2020 and held it in 2 quarters. The position peaked at $2.95M in Q2 2023. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 29,390 Vanguard Communication Services ETF shares in Q3 2023, an estimated $2.95M.
  • Houlihan Financial Resource Group first reported a position in Vanguard Communication Services ETF in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Vanguard Communication Services ETF position peaked at $2.95M in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.