LIWM
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Long Island Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Long Island Wealth 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
2024
Q1 		– Sell
-613
Closed -$72K – 400
2023
Q4 		$72K Buy
+613
New +$67.7K 0.05% 114

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Long Island Wealth Management's VOX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 613 shares — an estimated $72K sold.

Long Island Wealth Management first reported a position in VOX in Q4 2023 and held it in 1 quarter. The position peaked at $72K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 613 Vanguard Communication Services ETF shares in Q1 2024, an estimated $72K.
  • Long Island Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard Communication Services ETF position peaked at $72K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.