McClarren Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

McClarren Financial Advisors’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	-42	Closed	-$5K	–	425
2023 Q4	$5K	Hold	42	–	–	﹤0.01%	299
2023 Q3	$4K	Hold	42	–	–	﹤0.01%	287
2023 Q2	$4K	Hold	42	–	–	﹤0.01%	292
2023 Q1	$4K	Hold	42	–	–	﹤0.01%	280
2022 Q4	$3K	Hold	42	–	–	﹤0.01%	293
2022 Q3	$3K	Buy	+42	New	+$4K	﹤0.01%	273
2022 Q2	–	Sell	-42	Closed	-$5K	–	277
2022 Q1	$5K	Buy	+42	New	+$5.14K	﹤0.01%	234

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McClarren Financial Advisors's VOX Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 42 shares — an estimated $5K sold.

McClarren Financial Advisors first reported a position in VOX in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q4 2023. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

McClarren Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 42 Vanguard Communication Services ETF shares in Q1 2024, an estimated $5K.
McClarren Financial Advisors first reported a position in Vanguard Communication Services ETF in Q1 2022 and held it in 7 quarters.
McClarren Financial Advisors's Vanguard Communication Services ETF position peaked at $5K in Q4 2023.
396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.