Joel Isaacson & Co’s Vanguard Communication Services ETF VOX Stock Holding History

Joel Isaacson & Co’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
2022 Q1	–	Sell	-1,505	Closed	-$204K	–	322
2021 Q4	$204K	Buy	+1,505	New	+$209K	0.01%	294
2017 Q1	–	Sell	-144	Closed	-$14K	–	527
2016 Q4	$14K	Hold	144	–	–	﹤0.01%	466
2016 Q3	$14K	Hold	144	–	–	﹤0.01%	513
2016 Q2	$14K	Hold	144	–	–	﹤0.01%	511
2016 Q1	$13K	Hold	144	–	–	﹤0.01%	548
2015 Q4	$12K	Hold	144	–	–	﹤0.01%	531
2015 Q3	$11K	Buy	+144	New	+$12.2K	﹤0.01%	563

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Joel Isaacson & Co's VOX Position: Q1 2022 in Review

Joel Isaacson & Co sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 1,505 shares — an estimated $204K sold.

Joel Isaacson & Co first reported a position in VOX in Q3 2015 and held it in 7 quarters. The position peaked at $204K in Q4 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

Joel Isaacson & Co reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
Joel Isaacson & Co sold 1,505 Vanguard Communication Services ETF shares in Q1 2022, an estimated $204K.
Joel Isaacson & Co first reported a position in Vanguard Communication Services ETF in Q3 2015 and held it in 7 quarters.
Joel Isaacson & Co's Vanguard Communication Services ETF position peaked at $204K in Q4 2021.
334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Joel Isaacson & Co's 13F filing for Q1 2022, filed 21 Apr 2022.