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

TCI 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
2022
Q4 		– Sell
-44
Closed -$4K – 2660
2022
Q3 		$4K Buy
+44
New +$4.19K ﹤0.01% 1694
2017
Q3 		– Sell
-110
Closed -$10K – 1393
2017
Q2 		$10K Buy
+110
New +$10.4K 0.01% 600

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's VOX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2022, closing a stake of 44 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in VOX in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2017. 313 funds tracked by Wall St. Rank hold VOX as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 44 Vanguard Communication Services ETF shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2017 and held it in 2 quarters.
  • TCI Wealth Advisors's Vanguard Communication Services ETF position peaked at $10K in Q2 2017.
  • 313 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.