Lehman & Derafelo Financial Resources’s Vanguard Communication Services ETF VOX Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-860	Closed	-$71K	–	197
2022 Q3	$71K	Hold	860	–	–	0.02%	116
2022 Q2	$81K	Buy	+860	New	+$89.4K	0.03%	118
2021 Q4	–	Sell	-160	Closed	-$23K	–	186
2021 Q3	$23K	Hold	160	–	–	0.01%	149
2021 Q2	$23K	Buy	160 +80	+100%	+$11K	0.01%	177
2021 Q1	$10K	Buy	+80	New	+$10.2K	﹤0.01%	198

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

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

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

MIS

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

RJFSA

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

Lehman & Derafelo Financial Resources's VOX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 860 shares — an estimated $71K sold.

Lehman & Derafelo Financial Resources first reported a position in VOX in Q1 2021 and held it in 5 quarters. The position peaked at $81K in Q2 2022. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 860 Vanguard Communication Services ETF shares in Q4 2022, an estimated $71K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 5 quarters.
Lehman & Derafelo Financial Resources's Vanguard Communication Services ETF position peaked at $81K in Q2 2022.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.