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

Selective Wealth 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
2022 Q4	–	Sell	-515	Closed	-$42K	–	707
2022 Q3	$42K	Sell	515 -64	-11%	-$6.1K	0.02%	314
2022 Q2	$54K	Buy	579 +370	+177%	+$38.5K	0.02%	310
2022 Q1	$25K	Buy	209 +60	+40%	+$7.35K	0.01%	415
2021 Q4	$20K	Buy	149 +66	+80%	+$9.18K	0.01%	412
2021 Q3	$12K	Hold	83	–	–	0.01%	419
2021 Q2	$12K	Hold	83	–	–	0.01%	325
2021 Q1	$11K	Buy	+83	New	+$10.6K	0.01%	247

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

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

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

Selective Wealth Management's VOX Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 515 shares — an estimated $42K sold.

Selective Wealth Management first reported a position in VOX in Q1 2021 and held it in 7 quarters. The position peaked at $54K in Q2 2022. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 515 Vanguard Communication Services ETF shares in Q4 2022, an estimated $42K.
Selective Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Vanguard Communication Services ETF position peaked at $54K in Q2 2022.
313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.