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Calton & Associates’s Vanguard Communication Services ETF VOX Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-816
Closed -$74K – 1245
2017
Q4 		$74K Buy
+816
New +$73.4K 0.02% 558

Other funds holding VOX

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
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

Calton & Associates's VOX Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard Communication Services ETF (VOX) in Q1 2018, closing a stake of 816 shares — an estimated $74K sold.

Calton & Associates first reported a position in VOX in Q4 2017 and held it in 1 quarter. The position peaked at $74K in Q4 2017. 169 funds tracked by Wall St. Rank hold VOX as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard Communication Services ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 816 Vanguard Communication Services ETF shares in Q1 2018, an estimated $74K.
  • Calton & Associates first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard Communication Services ETF position peaked at $74K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.