WealthPLAN Partners’s Vanguard Communication Services ETF VOX Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-11	Closed	-$1.17K	–	1155
2023 Q2	$1.17K	Hold	11	–	–	﹤0.01%	1129
2023 Q1	$1.06K	Buy	+11	New	+$1.01K	﹤0.01%	1198
2016 Q3	$108K	Sell	1,153 -62	-5%	-$6.02K	0.04%	227
2016 Q2	$113K	Buy	+1,215	New	+$113K	0.01%	566
2015 Q4	$153K	Buy	+1,826	New	+$153K	0.02%	315

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

WealthPLAN Partners's VOX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 11 shares — an estimated $1.17K sold.

WealthPLAN Partners first reported a position in VOX in Q4 2015 and held it in 5 quarters. The position peaked at $153K in Q4 2015. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 11 Vanguard Communication Services ETF shares in Q3 2023, an estimated $1.17K.
WealthPLAN Partners first reported a position in Vanguard Communication Services ETF in Q4 2015 and held it in 5 quarters.
WealthPLAN Partners's Vanguard Communication Services ETF position peaked at $153K in Q4 2015.
353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.