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Ballast Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Ballast 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
2022
Q2 		– Sell
-19
Closed -$2K – 192
2022
Q1 		$2K Buy
+19
New +$2.33K ﹤0.01% 183

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Ballast Advisors's VOX Position: Q2 2022 in Review

Ballast Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 19 shares — an estimated $2K sold.

Ballast Advisors first reported a position in VOX in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

  • Ballast Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
  • Ballast Advisors sold 19 Vanguard Communication Services ETF shares in Q2 2022, an estimated $2K.
  • Ballast Advisors first reported a position in Vanguard Communication Services ETF in Q1 2022 and held it in 1 quarter.
  • Ballast Advisors's Vanguard Communication Services ETF position peaked at $2K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Ballast Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.