ABFS
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Appropriate Balance Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

Appropriate Balance Financial Services’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
2017
Q1 		– Sell
-73,126
Closed -$7.32M – 34
2016
Q4 		$7.32M Buy
73,126
+785
+1% +$73.9K 4.49% 8
2016
Q3 		$6.83M Buy
+72,341
New +$7.02M 4.38% 8

Other funds holding VOX

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Appropriate Balance Financial Services's VOX Position: Q1 2017 in Review

Appropriate Balance Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q1 2017, closing a stake of 73,126 shares — an estimated $7.32M sold.

Appropriate Balance Financial Services first reported a position in VOX in Q3 2016 and held it in 2 quarters. The position peaked at $7.32M in Q4 2016. 155 funds tracked by Wall St. Rank hold VOX as of Q1 2017.

  • Appropriate Balance Financial Services reported no remaining Vanguard Communication Services ETF position as of Q1 2017 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 73,126 Vanguard Communication Services ETF shares in Q1 2017, an estimated $7.32M.
  • Appropriate Balance Financial Services first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 2 quarters.
  • Appropriate Balance Financial Services's Vanguard Communication Services ETF position peaked at $7.32M in Q4 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q1 2017, filed 1 May 2017.