BWM
VOX icon

Birchcreek Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-959
Closed -$115K – 294
2020
Q4 		$115K Buy
+959
New +$107K 0.11% 137

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Birchcreek Wealth Management's VOX Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2021, closing a stake of 959 shares — an estimated $115K sold.

Birchcreek Wealth Management first reported a position in VOX in Q4 2020 and held it in 1 quarter. The position peaked at $115K in Q4 2020. 296 funds tracked by Wall St. Rank hold VOX as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 959 Vanguard Communication Services ETF shares in Q1 2021, an estimated $115K.
  • Birchcreek Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Vanguard Communication Services ETF position peaked at $115K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.