UAS
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United Asset Strategies’s Vanguard Communication Services ETF VOX Stock Holding History

United Asset Strategies’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
-3,389
Closed -$279K – 245
2022
Q4 		$279K Buy
+3,389
New +$286K 0.04% 198

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

United Asset Strategies's VOX Position: Q1 2023 in Review

United Asset Strategies sold out of Vanguard Communication Services ETF (VOX) in Q1 2023, closing a stake of 3,389 shares — an estimated $279K sold.

United Asset Strategies first reported a position in VOX in Q4 2022 and held it in 1 quarter. The position peaked at $279K in Q4 2022. 323 funds tracked by Wall St. Rank hold VOX as of Q1 2023.

  • United Asset Strategies reported no remaining Vanguard Communication Services ETF position as of Q1 2023 after selling out during the quarter.
  • United Asset Strategies sold 3,389 Vanguard Communication Services ETF shares in Q1 2023, an estimated $279K.
  • United Asset Strategies first reported a position in Vanguard Communication Services ETF in Q4 2022 and held it in 1 quarter.
  • United Asset Strategies's Vanguard Communication Services ETF position peaked at $279K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.