1776 Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-880	Closed	-$81K	–	301
2020 Q2	$81K	Sell	880 -1,425	-62%	-$126K	0.06%	156
2020 Q1	$187K	Buy	2,305 +1,595	+225%	+$144K	0.08%	145
2019 Q4	$66K	Buy	+710	New	+$64.2K	0.06%	161

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

1776 Wealth's VOX Position: Q3 2020 in Review

1776 Wealth sold out of Vanguard Communication Services ETF (VOX) in Q3 2020, closing a stake of 880 shares — an estimated $81K sold.

1776 Wealth first reported a position in VOX in Q4 2019 and held it in 3 quarters. The position peaked at $187K in Q1 2020. 247 funds tracked by Wall St. Rank hold VOX as of Q3 2020.

1776 Wealth reported no remaining Vanguard Communication Services ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 880 Vanguard Communication Services ETF shares in Q3 2020, an estimated $81K.
1776 Wealth first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's Vanguard Communication Services ETF position peaked at $187K in Q1 2020.
247 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.