SWA
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SOA Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

SOA Wealth Advisors’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 		– Sell
-12
Closed -$1.26K – 952
2023
Q3 		$1.26K Buy
+12
New +$1.3K ﹤0.01% 747

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOA Wealth Advisors's VOX Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2023, closing a stake of 12 shares — an estimated $1.26K sold.

SOA Wealth Advisors first reported a position in VOX in Q3 2023 and held it in 1 quarter. The position peaked at $1.26K in Q3 2023. 379 funds tracked by Wall St. Rank hold VOX as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 12 Vanguard Communication Services ETF shares in Q4 2023, an estimated $1.26K.
  • SOA Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q3 2023 and held it in 1 quarter.
  • SOA Wealth Advisors's Vanguard Communication Services ETF position peaked at $1.26K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.