Wealthcare Advisory Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Wealthcare Advisory Partners’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
2022 Q3	–	Sell	-2,779	Closed	-$261K	–	628
2022 Q2	$261K	Buy	+2,779	New	+$289K	0.02%	467
2021 Q2	–	Sell	-292	Closed	-$38K	–	1837
2021 Q1	$38K	Buy	+292	New	+$37.2K	﹤0.01%	975
2020 Q2	–	Sell	-25	Closed	-$2K	–	1327
2020 Q1	$2K	Buy	+25	New	+$2.26K	﹤0.01%	1330
2019 Q3	–	Sell	-26	Closed	-$2K	–	1422
2019 Q2	$2K	Buy	+26	New	+$2.25K	﹤0.01%	1207

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Wealthcare Advisory Partners's VOX Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 2,779 shares — an estimated $261K sold.

Wealthcare Advisory Partners first reported a position in VOX in Q2 2019 and held it in 4 quarters. The position peaked at $261K in Q2 2022. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,779 Vanguard Communication Services ETF shares in Q3 2022, an estimated $261K.
Wealthcare Advisory Partners first reported a position in Vanguard Communication Services ETF in Q2 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Vanguard Communication Services ETF position peaked at $261K in Q2 2022.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.