Affiance Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Affiance Financial’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 Q1	–	Sell	-1,014	Closed	-$137K	–	148
2021 Q4	$137K	Hold	1,014	–	–	0.06%	111
2021 Q3	$143K	Hold	1,014	–	–	0.06%	111
2021 Q2	$146K	Hold	1,014	–	–	0.06%	114
2021 Q1	$132K	Hold	1,014	–	–	0.06%	114
2020 Q4	$122K	Hold	1,014	–	–	0.06%	104
2020 Q3	$103K	Hold	1,014	–	–	0.06%	103
2020 Q2	$94K	Hold	1,014	–	–	0.05%	99
2020 Q1	$77K	Hold	1,014	–	–	0.05%	91
2019 Q4	$95K	Buy	+1,014	New	+$91.6K	0.05%	103

Other funds holding VOX

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

RJFSA

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

Affiance Financial's VOX Position: Q1 2022 in Review

Affiance Financial sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 1,014 shares — an estimated $137K sold.

Affiance Financial first reported a position in VOX in Q4 2019 and held it in 9 quarters. The position peaked at $146K in Q2 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

Affiance Financial reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
Affiance Financial sold 1,014 Vanguard Communication Services ETF shares in Q1 2022, an estimated $137K.
Affiance Financial first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 9 quarters.
Affiance Financial's Vanguard Communication Services ETF position peaked at $146K in Q2 2021.
334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Affiance Financial's 13F filing for Q1 2022, filed 12 Apr 2022.