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Patriot Investment Management Group’s Vanguard Communication Services ETF VOX Stock Holding History

Patriot Investment Management Group’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
-5
Closed -$474 – 389
2022
Q4 		$474 Buy
+5
New +$422 ﹤0.01% 403

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PCH
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Patriot Investment Management Group's VOX Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 5 shares — an estimated $474 sold.

Patriot Investment Management Group first reported a position in VOX in Q4 2022 and held it in 1 quarter. The position peaked at $474 in Q4 2022. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 5 Vanguard Communication Services ETF shares in Q1 2023, an estimated $474.
  • Patriot Investment Management Group first reported a position in Vanguard Communication Services ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's Vanguard Communication Services ETF position peaked at $474 in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.