Perigon Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Perigon 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
2022 Q2	–	Sell	-2,240	Closed	-$269K	–	626
2022 Q1	$269K	Sell	2,240 -5	-0.2%	-$613	0.02%	495
2021 Q4	$304K	Buy	2,245 +123	+6%	+$17.1K	0.02%	450
2021 Q3	$299K	Buy	2,122 +383	+22%	+$55.7K	0.03%	423
2021 Q2	$250K	Buy	+1,739	New	+$240K	0.02%	447

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Perigon Wealth Management's VOX Position: Q2 2022 in Review

Perigon Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 2,240 shares — an estimated $269K sold.

Perigon Wealth Management first reported a position in VOX in Q2 2021 and held it in 4 quarters. The position peaked at $304K in Q4 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Perigon Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
Perigon Wealth Management sold 2,240 Vanguard Communication Services ETF shares in Q2 2022, an estimated $269K.
Perigon Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2021 and held it in 4 quarters.
Perigon Wealth Management's Vanguard Communication Services ETF position peaked at $304K in Q4 2021.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Perigon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.