Lakewood Asset Management’s Vanguard Communication Services ETF VOX Stock Holding History

Lakewood Asset 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
2023 Q1	–	Sell	-485	Closed	-$40K	–	292
2022 Q4	$40K	Buy	+485	New	+$40.9K	0.03%	191

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

MIS

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

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

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

Lakewood Asset Management's VOX Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 485 shares — an estimated $40K sold.

Lakewood Asset Management first reported a position in VOX in Q4 2022 and held it in 1 quarter. The position peaked at $40K in Q4 2022. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

Lakewood Asset Management reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 485 Vanguard Communication Services ETF shares in Q1 2023, an estimated $40K.
Lakewood Asset Management first reported a position in Vanguard Communication Services ETF in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Vanguard Communication Services ETF position peaked at $40K in Q4 2022.
323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.