Joseph P. Lucia & Associates’s Vanguard Communication Services ETF VOX Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-75	Closed	-$7K	–	431
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	331
2022 Q1	$9K	Buy	+75	New	+$9.19K	0.01%	331
2021 Q4	–	Sell	-130	Closed	-$18K	–	541
2021 Q3	$18K	Hold	130	–	–	0.01%	323
2021 Q2	$19K	Hold	130	–	–	0.01%	324
2021 Q1	$17K	Sell	130 -25	-16%	-$3.19K	0.01%	310
2020 Q4	$19K	Buy	+155	New	+$17.3K	0.01%	277
2020 Q3	–	Sell	-55	Closed	-$5K	–	440
2020 Q2	$5K	Hold	55	–	–	﹤0.01%	382
2020 Q1	$4K	Hold	55	–	–	﹤0.01%	363
2019 Q4	$5K	Buy	+55	New	+$4.97K	﹤0.01%	365

Other funds holding VOX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

RJFSA

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Joseph P. Lucia & Associates's VOX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 75 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in VOX in Q4 2019 and held it in 9 quarters. The position peaked at $19K in Q2 2021. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 75 Vanguard Communication Services ETF shares in Q3 2022, an estimated $7K.
Joseph P. Lucia & Associates first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's Vanguard Communication Services ETF position peaked at $19K in Q2 2021.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.