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

Provence Wealth 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
Q4 		$11.5K Hold
98
– – 0.01% 301
2023
Q3 		$10.3K Buy
+98
New +$10.6K 0.01% 302

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Provence Wealth Management Group's VOX Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Communication Services ETF (VOX) position steady in Q4 2023 at 98 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #301.

Provence Wealth Management Group first reported a position in VOX in Q3 2023 and has held it in 2 quarters since. 379 funds tracked by Wall St. Rank hold VOX as of Q4 2023.

  • Provence Wealth Management Group held 98 shares of Vanguard Communication Services ETF worth $11.5K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Communication Services ETF share count unchanged in Q4 2023.
  • Vanguard Communication Services ETF made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #301 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Communication Services ETF in Q3 2023 and has held it in 2 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.