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Baltimore-Washington Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Baltimore-Washington Financial 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
Q1 		– Sell
-1,617
Closed -$219K – 159
2021
Q4 		$219K Hold
1,617
– – 0.02% 131
2021
Q3 		$227K Buy
+1,617
New +$235K 0.02% 122

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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

Baltimore-Washington Financial Advisors's VOX Position: Q1 2022 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 1,617 shares — an estimated $219K sold.

Baltimore-Washington Financial Advisors first reported a position in VOX in Q3 2021 and held it in 2 quarters. The position peaked at $227K in Q3 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,617 Vanguard Communication Services ETF shares in Q1 2022, an estimated $219K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Vanguard Communication Services ETF position peaked at $227K in Q3 2021.
  • 334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.