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

Brewin Dolphin 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
2022 Q2	$13K	Buy	120 +60	+100%	+$6.24K	﹤0.01%	276
2022 Q1	$7K	Sell	60 -200	-77%	-$24.5K	﹤0.01%	307
2021 Q4	$35K	Hold	260	–	–	﹤0.01%	220
2021 Q3	$36.6K	Hold	260	–	–	﹤0.01%	220
2021 Q2	$37.4K	Hold	260	–	–	﹤0.01%	221
2021 Q1	$33.8K	Hold	260	–	–	0.01%	218
2020 Q4	$31.3K	Hold	260	–	–	0.01%	200
2020 Q3	$26.5K	Hold	260	–	–	﹤0.01%	202
2020 Q2	$24.2K	Buy	260 +25	+11%	+$2.21K	0.01%	202
2020 Q1	$17.9K	Buy	+235	New	+$21.2K	0.01%	150

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's VOX Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard Communication Services ETF (VOX) stake by 100% in Q2 2022, buying an estimated $6.24K and bringing the position to 120 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Brewin Dolphin Wealth Management first reported a position in VOX in Q1 2020 and has held it in 10 quarters since. The position peaked at $37.4K in Q2 2021. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Brewin Dolphin Wealth Management held 120 shares of Vanguard Communication Services ETF worth $13K as of Q2 2022.
Brewin Dolphin Wealth Management bought 60 Vanguard Communication Services ETF shares in Q2 2022, an estimated $6.24K.
Vanguard Communication Services ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #276 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2020 and has held it in 10 quarters since.
Brewin Dolphin Wealth Management's Vanguard Communication Services ETF position peaked at $37.4K in Q2 2021.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.