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Punch & Associates Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Punch & Associates Investment 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
2023
Q1 		– Sell
-43,328
Closed -$3.56M – 243
2022
Q4 		$3.56M Buy
+43,328
New +$3.65M 0.23% 134

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Bank of America
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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
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 $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Punch & Associates Investment Management's VOX Position: Q1 2023 in Review

Punch & Associates Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 43,328 shares — an estimated $3.56M sold.

Punch & Associates Investment Management first reported a position in VOX in Q4 2022 and held it in 1 quarter. The position peaked at $3.56M in Q4 2022. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

  • Punch & Associates Investment Management reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 43,328 Vanguard Communication Services ETF shares in Q1 2023, an estimated $3.56M.
  • Punch & Associates Investment Management first reported a position in Vanguard Communication Services ETF in Q4 2022 and held it in 1 quarter.
  • Punch & Associates Investment Management's Vanguard Communication Services ETF position peaked at $3.56M in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Punch & Associates Investment Management's 13F filing for Q1 2023, filed 15 May 2023.