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

Plante Moran 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
2022
Q4 		– Sell
-75
Closed -$6K – 974
2022
Q3 		$6K Buy
75
+39
+108% +$3.72K ﹤0.01% 676
2022
Q2 		$3K Hold
36
– – ﹤0.01% 788
2022
Q1 		$4K Hold
36
– – ﹤0.01% 702
2021
Q4 		$5K Hold
36
– – ﹤0.01% 833
2021
Q3 		$5K Buy
36
+2
+6% +$291 ﹤0.01% 792
2021
Q2 		$5K Hold
34
– – ﹤0.01% 796
2021
Q1 		$4K Hold
34
– – ﹤0.01% 833
2020
Q4 		$4K Hold
34
– – ﹤0.01% 732
2020
Q3 		$3K Hold
34
– – ﹤0.01% 759
2020
Q2 		$3K Sell
34
-102
-75% -$9.03K ﹤0.01% 647
2020
Q1 		$10K Buy
136
+102
+300% +$9.21K ﹤0.01% 503
2019
Q4 		$3K Hold
34
– – ﹤0.01% 671
2019
Q3 		$3K Hold
34
– – ﹤0.01% 753
2019
Q2 		$3K Hold
34
– – ﹤0.01% 709
2019
Q1 		$3K Hold
34
– – ﹤0.01% 697
2018
Q4 		$3K Sell
34
-250
-88% -$20K ﹤0.01% 674
2018
Q3 		$25K Buy
284
+34
+14% +$2.93K 0.01% 411
2018
Q2 		$21K Hold
250
– – 0.01% 468
2018
Q1 		$21K Hold
250
– – 0.01% 501
2017
Q4 		$23K Hold
250
– – 0.01% 480
2017
Q3 		$23K Hold
250
– – 0.01% 441
2017
Q2 		$23K Buy
250
+163
+187% +$15.5K 0.01% 451
2017
Q1 		$8K Sell
87
-12
-12% -$1.18K ﹤0.01% 630
2016
Q4 		$10K Buy
99
+12
+14% +$1.13K 0.01% 595
2016
Q3 		$8K Hold
87
– – 0.01% 627
2016
Q2 		$9K Hold
87
– – 0.01% 545
2016
Q1 		$8K Hold
87
– – 0.01% 520
2015
Q4 		$7K Buy
+87
New +$7.3K 0.01% 657

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
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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

Plante Moran Financial Advisors's VOX Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 75 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in VOX in Q4 2015 and held it in 28 quarters. The position peaked at $25K in Q3 2018. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 Vanguard Communication Services ETF shares in Q4 2022, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Vanguard Communication Services ETF in Q4 2015 and held it in 28 quarters.
  • Plante Moran Financial Advisors's Vanguard Communication Services ETF position peaked at $25K in Q3 2018.
  • 313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.