Tower View Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Tower View Wealth Management’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 Q3	–	Sell	-101	Closed	-$11K	–	192
2023 Q2	$11K	Hold	101	–	–	0.01%	115
2023 Q1	$10K	Hold	101	–	–	0.01%	116
2022 Q4	$8K	Buy	101 +1	+1%	+$84	0.01%	127
2022 Q3	$8K	Hold	100	–	–	0.01%	125
2022 Q2	$9K	Hold	100	–	–	0.01%	121
2022 Q1	$12K	Hold	100	–	–	0.01%	142
2021 Q4	$14K	Hold	100	–	–	0.01%	138
2021 Q3	$14K	Buy	+100	New	+$14.5K	0.01%	156

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

BCMIO

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MIS

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

Tower View Wealth Management's VOX Position: Q3 2023 in Review

Tower View Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 101 shares — an estimated $11K sold.

Tower View Wealth Management first reported a position in VOX in Q3 2021 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

Tower View Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
Tower View Wealth Management sold 101 Vanguard Communication Services ETF shares in Q3 2023, an estimated $11K.
Tower View Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 8 quarters.
Tower View Wealth Management's Vanguard Communication Services ETF position peaked at $14K in Q4 2021.
353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Tower View Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.