Telemus Capital’s Vanguard Communication Services ETF VOX Stock Holding History

Telemus Capital’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 Q1	–	Sell	-2,684	Closed	-$231K	–	339
2022 Q4	$231K	Buy	+2,684	New	+$226K	0.02%	300
2022 Q3	–	Sell	-6,276	Closed	-$590K	–	344
2022 Q2	$590K	Buy	+6,276	New	+$653K	0.06%	225
2021 Q3	–	Sell	-5,697	Closed	-$819K	–	377
2021 Q2	$819K	Hold	5,697	–	–	0.06%	192
2021 Q1	$768K	Hold	5,697	–	–	0.05%	225
2020 Q4	$685K	Hold	5,697	–	–	0.05%	226
2020 Q3	$596K	Buy	5,697 +625	+12%	+$63.5K	0.04%	280
2020 Q2	$502K	Buy	5,072 +2,315	+84%	+$205K	0.04%	273
2020 Q1	$257K	Buy	+2,757	New	+$249K	0.02%	328

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

MIS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Telemus Capital's VOX Position: Q1 2023 in Review

Telemus Capital sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 2,684 shares — an estimated $231K sold.

Telemus Capital first reported a position in VOX in Q1 2020 and held it in 8 quarters. The position peaked at $819K in Q2 2021. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

Telemus Capital reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
Telemus Capital sold 2,684 Vanguard Communication Services ETF shares in Q1 2023, an estimated $231K.
Telemus Capital first reported a position in Vanguard Communication Services ETF in Q1 2020 and held it in 8 quarters.
Telemus Capital's Vanguard Communication Services ETF position peaked at $819K in Q2 2021.
323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on Telemus Capital's 13F filing for Q1 2023, filed 11 Apr 2023.