Visionary Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Visionary 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
2024 Q4	–	Sell	-13,778	Closed	-$2M	–	564
2024 Q3	$2M	Sell	13,778 -185	-1%	-$25.5K	0.12%	176
2024 Q2	$1.93M	Sell	13,963 -269	-2%	-$35.7K	0.13%	170
2024 Q1	$1.87M	Sell	14,232 -140	-1%	-$17.6K	0.13%	172
2023 Q4	$1.69M	Sell	14,372 -1,037	-7%	-$114K	0.12%	169
2023 Q3	$1.62M	Buy	15,409 +711	+5%	+$76.9K	0.13%	160
2023 Q2	$1.56M	Sell	14,698 -4,340	-23%	-$435K	0.13%	162
2023 Q1	$1.84M	Sell	19,038 -4,513	-19%	-$416K	0.16%	135
2022 Q4	$1.94M	Buy	23,551 +775	+3%	+$65.4K	0.18%	122
2022 Q3	$1.88M	Buy	22,776 +307	+1%	+$29.3K	0.19%	116
2022 Q2	$2.11M	Buy	22,469 +1,155	+5%	+$120K	0.19%	116
2022 Q1	$2.56M	Buy	+21,314	New	+$2.61M	0.21%	109

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Visionary Wealth Advisors's VOX Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2024, closing a stake of 13,778 shares — an estimated $2M sold.

Visionary Wealth Advisors first reported a position in VOX in Q1 2022 and held it in 11 quarters. The position peaked at $2.56M in Q1 2022. 447 funds tracked by Wall St. Rank hold VOX as of Q4 2024.

Visionary Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 13,778 Vanguard Communication Services ETF shares in Q4 2024, an estimated $2M.
Visionary Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q1 2022 and held it in 11 quarters.
Visionary Wealth Advisors's Vanguard Communication Services ETF position peaked at $2.56M in Q1 2022.
447 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.