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

Transamerica 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
2023 Q2	–	Sell	-1	Closed	-$1K	–	647
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	579
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	667
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	625
2022 Q2	$1K	Buy	+1	New	+$104	﹤0.01%	636
2020 Q3	–	Sell	-1	Closed	-$1K	–	483
2020 Q2	$1K	Buy	+1	New	+$89	﹤0.01%	488
2019 Q3	–	Sell	-1	Closed	-$1K	–	512
2019 Q2	$1K	Buy	+1	New	+$86	﹤0.01%	535
2019 Q1	–	Sell	-1	Closed	-$1K	–	448
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	489
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	485
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	472
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	430
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	407
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	398
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	376
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	370
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	407
2016 Q3	$1K	Buy	+1	New	+$97	﹤0.01%	408
2015 Q4	–	Sell	-31	Closed	-$3K	–	871
2015 Q3	$3K	Buy	+31	New	+$2.62K	﹤0.01%	688
2015 Q2	–	Sell	-34	Closed	-$3K	–	937
2015 Q1	$3K	Buy	+34	New	+$2.95K	﹤0.01%	744
2014 Q4	–	Sell	-4,171	Closed	-$365K	–	763
2014 Q3	$365K	Buy	+4,171	New	+$367K	0.03%	202

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

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

MIS

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

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

Transamerica Financial Advisors's VOX Position: Q2 2023 in Review

Transamerica Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2023, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in VOX in Q3 2014 and held it in 19 quarters. The position peaked at $365K in Q3 2014. 351 funds tracked by Wall St. Rank hold VOX as of Q2 2023.

Transamerica Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 1 Vanguard Communication Services ETF share in Q2 2023, an estimated $1K.
Transamerica Financial Advisors first reported a position in Vanguard Communication Services ETF in Q3 2014 and held it in 19 quarters.
Transamerica Financial Advisors's Vanguard Communication Services ETF position peaked at $365K in Q3 2014.
351 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2023.

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