Laurel Wealth Advisors (North Carolina)’s Vanguard Communication Services ETF VOX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-225	Closed	-$21K	–	612
2022 Q2	$21K	Sell	225 -375	-63%	-$39K	0.01%	331
2022 Q1	$72K	Buy	+600	New	+$73.5K	0.02%	247
2021 Q3	–	Sell	-500	Closed	-$72K	–	751
2021 Q2	$72K	Hold	500	–	–	0.02%	248
2021 Q1	$65K	Buy	+500	New	+$63.7K	0.02%	247

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

Laurel Wealth Advisors (North Carolina)'s VOX Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 225 shares — an estimated $21K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VOX in Q1 2021 and held it in 4 quarters. The position peaked at $72K in Q1 2022. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 225 Vanguard Communication Services ETF shares in Q3 2022, an estimated $21K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Communication Services ETF position peaked at $72K in Q1 2022.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.