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Safeguard Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-63
Closed -$6K – 541
2023
Q2 		$6K Buy
+63
New +$6.32K ﹤0.01% 386

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Safeguard Financial's VOX Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 63 shares — an estimated $6K sold.

Safeguard Financial first reported a position in VOX in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 63 Vanguard Communication Services ETF shares in Q3 2023, an estimated $6K.
  • Safeguard Financial first reported a position in Vanguard Communication Services ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard Communication Services ETF position peaked at $6K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.