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Sound View Wealth Advisors Group’s Vanguard Communication Services ETF VOX Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-2,031
Closed -$244K – 293
2022
Q1 		$244K Buy
2,031
+260
+15% +$31.9K 0.05% 265
2021
Q4 		$240K Buy
+1,771
New +$246K 0.05% 266

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Sound View Wealth Advisors Group's VOX Position: Q2 2022 in Review

Sound View Wealth Advisors Group sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 2,031 shares — an estimated $244K sold.

Sound View Wealth Advisors Group first reported a position in VOX in Q4 2021 and held it in 2 quarters. The position peaked at $244K in Q1 2022. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

  • Sound View Wealth Advisors Group reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,031 Vanguard Communication Services ETF shares in Q2 2022, an estimated $244K.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's Vanguard Communication Services ETF position peaked at $244K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2022, filed 5 Aug 2022.