Householder Group Estate & Retirement Specialist’s Vanguard Communication Services ETF VOX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-303	Closed	-$44K	–	1210
2024 Q3	$44K	Hold	303	–	–	0.01%	504
2024 Q2	$41K	Sell	303 -26	-8%	-$3.46K	0.01%	518
2024 Q1	$43.2K	Hold	329	–	–	0.01%	501
2023 Q4	$38K	Hold	329	–	–	0.01%	514
2023 Q3	$34.6K	Buy	+329	New	+$35.6K	0.01%	519
2022 Q4	–	Sell	-60	Closed	-$4K	–	1135
2022 Q3	$4K	Buy	+60	New	+$5.72K	﹤0.01%	906

Other funds holding VOX

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VOX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Communication Services ETF (VOX) in Q4 2024, closing a stake of 303 shares — an estimated $44K sold.

Householder Group Estate & Retirement Specialist first reported a position in VOX in Q3 2022 and held it in 6 quarters. The position peaked at $44K in Q3 2024. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Communication Services ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 303 Vanguard Communication Services ETF shares in Q4 2024, an estimated $44K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Communication Services ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Communication Services ETF position peaked at $44K in Q3 2024.
447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.