Source Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Source Financial 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
2022 Q3	–	Sell	-2,260	Closed	-$213K	–	115
2022 Q2	$213K	Sell	2,260 -80	-3%	-$8.32K	0.08%	106
2022 Q1	$281K	Sell	2,340 -120	-5%	-$14.7K	0.08%	98
2021 Q4	$334K	Sell	2,460 -34	-1%	-$4.73K	0.09%	93
2021 Q3	$351K	Sell	2,494 -52	-2%	-$7.56K	0.09%	82
2021 Q2	$366K	Sell	2,546 -77	-3%	-$10.6K	0.09%	83
2021 Q1	$341K	Buy	2,623 +87	+3%	+$11.1K	0.09%	85
2020 Q4	$305K	Buy	+2,536	New	+$283K	0.08%	87

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Source Financial Advisors's VOX Position: Q3 2022 in Review

Source Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 2,260 shares — an estimated $213K sold.

Source Financial Advisors first reported a position in VOX in Q4 2020 and held it in 7 quarters. The position peaked at $366K in Q2 2021. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Source Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Source Financial Advisors sold 2,260 Vanguard Communication Services ETF shares in Q3 2022, an estimated $213K.
Source Financial Advisors first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 7 quarters.
Source Financial Advisors's Vanguard Communication Services ETF position peaked at $366K in Q2 2021.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Source Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.