Sowell Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-2,513	Closed	-$243K	–	833
2023 Q1	$243K	Buy	+2,513	New	+$232K	0.02%	636
2021 Q2	–	Sell	-5,841	Closed	-$797K	–	2681
2021 Q1	$797K	Buy	5,841 +2,765	+90%	+$352K	0.03%	476
2020 Q4	$370K	Buy	3,076 +607	+25%	+$67.7K	0.02%	614
2020 Q3	$252K	Buy	2,469 +581	+31%	+$59K	0.01%	664
2020 Q2	$176K	Sell	1,888 -318	-14%	-$28.1K	0.01%	765
2020 Q1	$168K	Sell	2,206 -1,151	-34%	-$104K	0.01%	700
2019 Q4	$315K	Sell	3,357 -3,193	-49%	-$289K	0.02%	583
2019 Q3	$568K	Buy	+6,550	New	+$577K	0.05%	378

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Sowell Financial Services's VOX Position: Q2 2023 in Review

Sowell Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q2 2023, closing a stake of 2,513 shares — an estimated $243K sold.

Sowell Financial Services first reported a position in VOX in Q3 2019 and held it in 8 quarters. The position peaked at $797K in Q1 2021. 350 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

Sowell Financial Services reported no remaining Vanguard Communication Services ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 2,513 Vanguard Communication Services ETF shares in Q2 2023, an estimated $243K.
Sowell Financial Services first reported a position in Vanguard Communication Services ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Vanguard Communication Services ETF position peaked at $797K in Q1 2021.
350 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.