James Investment Research’s Vanguard Communication Services ETF VOX Stock Holding History

James Investment Research’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 Q2	–	Sell	-30	Closed	-$3K	–	538
2023 Q1	$3K	Buy	30 +17	+131%	+$1.57K	﹤0.01%	532
2022 Q4	$1K	Sell	13 -5	-28%	-$422	﹤0.01%	571
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	521
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	493
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	487
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	491
2021 Q3	$3K	Buy	18 +1	+6%	+$145	﹤0.01%	472
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	485
2021 Q1	$2K	Sell	17 -3	-15%	-$382	﹤0.01%	469
2020 Q4	$2K	Buy	20 +4	+25%	+$446	﹤0.01%	495
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	459
2020 Q2	$1K	Sell	16 -2	-11%	-$177	﹤0.01%	444
2020 Q1	$1K	Buy	18 +9	+100%	+$813	﹤0.01%	463
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	508
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	567
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	661
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	817
2018 Q4	$1K	Buy	+9	New	+$719	﹤0.01%	806
2017 Q2	–	Sell	-432	Closed	-$41K	–	775
2017 Q1	$41K	Hold	432	–	–	﹤0.01%	553
2016 Q4	$43K	Hold	432	–	–	﹤0.01%	426
2016 Q3	$41K	Buy	+432	New	+$41.9K	﹤0.01%	423

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

James Investment Research's VOX Position: Q2 2023 in Review

James Investment Research sold out of Vanguard Communication Services ETF (VOX) in Q2 2023, closing a stake of 30 shares — an estimated $3K sold.

James Investment Research first reported a position in VOX in Q3 2016 and held it in 21 quarters. The position peaked at $43K in Q4 2016. 350 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

James Investment Research reported no remaining Vanguard Communication Services ETF position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 30 Vanguard Communication Services ETF shares in Q2 2023, an estimated $3K.
James Investment Research first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 21 quarters.
James Investment Research's Vanguard Communication Services ETF position peaked at $43K in Q4 2016.
350 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.