Private Advisory Group’s Vanguard Communication Services ETF VOX Stock Holding History

Private Advisory 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
2022 Q3	–	Sell	-5,500	Closed	-$517K	–	213
2022 Q2	$517K	Buy	+5,500	New	+$572K	0.12%	102
2018 Q2	–	Sell	-7,262	Closed	-$608K	–	143
2018 Q1	$608K	Buy	+7,262	New	+$643K	0.37%	65

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Private Advisory Group's VOX Position: Q3 2022 in Review

Private Advisory Group sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 5,500 shares — an estimated $517K sold.

Private Advisory Group first reported a position in VOX in Q1 2018 and held it in 2 quarters. The position peaked at $608K in Q1 2018. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Private Advisory Group reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Private Advisory Group sold 5,500 Vanguard Communication Services ETF shares in Q3 2022, an estimated $517K.
Private Advisory Group first reported a position in Vanguard Communication Services ETF in Q1 2018 and held it in 2 quarters.
Private Advisory Group's Vanguard Communication Services ETF position peaked at $608K in Q1 2018.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Private Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.