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ICA Group Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

ICA Group Wealth Management’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
Q2 		$415 Sell
3
-50
-94% -$6.64K ﹤0.01% 768
2024
Q1 		$6.96K Hold
53
– – ﹤0.01% 969
2023
Q4 		$6.24K Buy
+53
New +$5.85K ﹤0.01% 970
2023
Q3 		– Sell
-102
Closed -$10.8K – 1207
2023
Q2 		$10.8K Buy
102
+9
+10% +$903 ﹤0.01% 825
2023
Q1 		$8.99K Sell
93
-9
-9% -$830 ﹤0.01% 829
2022
Q4 		$8.39K Buy
+102
New +$8.6K ﹤0.01% 858

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
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
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's VOX Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard Communication Services ETF (VOX) stake by 94% in Q2 2024, selling an estimated $6.64K and leaving 3 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #768.

ICA Group Wealth Management first reported a position in VOX in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.8K in Q2 2023. 415 funds tracked by Wall St. Rank hold VOX as of Q2 2024.

  • ICA Group Wealth Management held 3 shares of Vanguard Communication Services ETF worth $415 as of Q2 2024.
  • ICA Group Wealth Management sold 50 Vanguard Communication Services ETF shares in Q2 2024, an estimated $6.64K.
  • Vanguard Communication Services ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #768 holding.
  • ICA Group Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Vanguard Communication Services ETF position peaked at $10.8K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.