Atlas Private Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-125	Closed	-$18K	–	683
2021 Q3	$18K	Hold	125	–	–	0.01%	370
2021 Q2	$18K	Buy	125 +1	+0.8%	+$138	0.01%	385
2021 Q1	$16K	Hold	124	–	–	0.01%	425
2020 Q4	$15K	Buy	+124	New	+$13.8K	0.01%	379

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Atlas Private Wealth Advisors's VOX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2021, closing a stake of 125 shares — an estimated $18K sold.

Atlas Private Wealth Advisors first reported a position in VOX in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 125 Vanguard Communication Services ETF shares in Q4 2021, an estimated $18K.
Atlas Private Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Vanguard Communication Services ETF position peaked at $18K in Q3 2021.
342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.