USCWA
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U.S. Capital Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

U.S. Capital 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
2026
Q1 		$3.31M Sell
18,392
-490
-3% -$93.2K 0.08% 251
2025
Q4 		$3.66M Buy
18,882
+1,329
+8% +$249K 0.1% 230
2025
Q3 		$3.3M Sell
17,553
-565
-3% -$101K 0.09% 227
2025
Q2 		$3.1M Buy
18,118
+2,690
+17% +$414K 0.09% 220
2025
Q1 		$2.29M Buy
15,428
+1,394
+10% +$222K 0.07% 261
2024
Q4 		$2.17M Buy
+14,034
New +$2.14M 0.07% 283
2023
Q1 		– Sell
-376
Closed -$30.9K – 1516
2022
Q4 		$30.9K Buy
+376
New +$31.7K ﹤0.01% 999
2022
Q1 		– Sell
-2,071
Closed -$281K – 763
2021
Q4 		$281K Sell
2,071
-233
-10% -$32.4K 0.01% 613
2021
Q3 		$324K Buy
+2,304
New +$335K 0.01% 601

Other funds holding VOX

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return