Simplicity Solutions’s Vanguard Communication Services ETF VOX Stock Holding History

Simplicity Solutions’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	$765K	Sell	6,502 -16,994	-72%	-$1.88M	0.02%	526
2023 Q3	$2.47M	Buy	23,496 +13,496	+135%	+$1.46M	0.08%	224
2023 Q2	$1.06M	Buy	10,000 +451	+5%	+$45.2K	0.03%	448
2023 Q1	$923K	Buy	+9,549	New	+$880K	0.02%	510
2021 Q1	–	Sell	-8,575	Closed	-$1.03M	–	967
2020 Q4	$1.03M	Buy	8,575 +135	+2%	+$15.1K	0.02%	531
2020 Q3	$860K	Buy	8,440 +4,650	+123%	+$472K	0.02%	520
2020 Q2	$353K	Sell	3,790 -24,430	-87%	-$2.16M	0.01%	696
2020 Q1	$2.15M	Buy	28,220 +8,929	+46%	+$807K	0.07%	216
2019 Q4	$1.81M	Buy	19,291 +16,442	+577%	+$1.49M	0.06%	258
2019 Q3	$247K	Buy	+2,849	New	+$251K	0.01%	621

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Solutions's VOX Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Communication Services ETF (VOX) stake by 72% in Q4 2023, selling an estimated $1.88M and leaving 6,502 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #526.

Simplicity Solutions first reported a position in VOX in Q3 2019 and has held it in 10 quarters since. The position peaked at $2.47M in Q3 2023. 379 funds tracked by Wall St. Rank hold VOX as of Q4 2023.

Simplicity Solutions held 6,502 shares of Vanguard Communication Services ETF worth $765K as of Q4 2023.
Simplicity Solutions sold 16,994 Vanguard Communication Services ETF shares in Q4 2023, an estimated $1.88M.
Vanguard Communication Services ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #526 holding.
Simplicity Solutions first reported a position in Vanguard Communication Services ETF in Q3 2019 and has held it in 10 quarters since.
Simplicity Solutions's Vanguard Communication Services ETF position peaked at $2.47M in Q3 2023.
379 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.