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Transform Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Transform Wealth’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
2024
Q1 		– Sell
-6,184
Closed -$728K – 251
2023
Q4 		$728K Buy
+6,184
New +$683K 0.07% 147
2022
Q1 		– Sell
-17,348
Closed -$2.35M – 234
2021
Q4 		$2.35M Sell
17,348
-14,585
-46% -$2.03M 0.25% 79
2021
Q3 		$4.5M Sell
31,933
-496
-2% -$72.1K 0.52% 65
2021
Q2 		$4.66M Buy
+32,429
New +$4.47M 0.57% 63

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transform Wealth's VOX Position: Q1 2024 in Review

Transform Wealth sold out of Vanguard Communication Services ETF (VOX) in Q1 2024, closing a stake of 6,184 shares — an estimated $728K sold.

Transform Wealth first reported a position in VOX in Q2 2021 and held it in 4 quarters. The position peaked at $4.66M in Q2 2021. 396 funds tracked by Wall St. Rank hold VOX as of Q1 2024.

  • Transform Wealth reported no remaining Vanguard Communication Services ETF position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 6,184 Vanguard Communication Services ETF shares in Q1 2024, an estimated $728K.
  • Transform Wealth first reported a position in Vanguard Communication Services ETF in Q2 2021 and held it in 4 quarters.
  • Transform Wealth's Vanguard Communication Services ETF position peaked at $4.66M in Q2 2021.
  • 396 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.