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Beaumont Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Beaumont 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
2020
Q1 		– Sell
-209,809
Closed -$19.7M – 290
2019
Q4 		$19.7M Sell
209,809
-45,510
-18% -$4.11M 1.94% 10
2019
Q3 		$22.1M Sell
255,319
-11,692
-4% -$1.03M 2.21% 6
2019
Q2 		$23.1M Buy
+267,011
New +$23.1M 2.39% 4

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beaumont Financial Advisors's VOX Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2020, closing a stake of 209,809 shares — an estimated $19.7M sold.

Beaumont Financial Advisors first reported a position in VOX in Q2 2019 and held it in 3 quarters. The position peaked at $23.1M in Q2 2019. 220 funds tracked by Wall St. Rank hold VOX as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 209,809 Vanguard Communication Services ETF shares in Q1 2020, an estimated $19.7M.
  • Beaumont Financial Advisors first reported a position in Vanguard Communication Services ETF in Q2 2019 and held it in 3 quarters.
  • Beaumont Financial Advisors's Vanguard Communication Services ETF position peaked at $23.1M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.