AWM
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AllSquare Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

AllSquare Wealth Management’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
2018
Q2 		– Sell
-45
Closed -$4K – 516
2018
Q1 		$4K Hold
45
– – ﹤0.01% 341
2017
Q4 		$4K Buy
+45
New +$4.05K ﹤0.01% 339

Other funds holding VOX

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MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

AllSquare Wealth Management's VOX Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2018, closing a stake of 45 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in VOX in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 156 funds tracked by Wall St. Rank hold VOX as of Q2 2018.

  • AllSquare Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 45 Vanguard Communication Services ETF shares in Q2 2018, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 2 quarters.
  • AllSquare Wealth Management's Vanguard Communication Services ETF position peaked at $4K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.