Cavalier Investments’s Vanguard Communication Services ETF VOX Stock Holding History

Cavalier Investments’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
2019 Q4	–	Sell	-51,579	Closed	-$4.47M	–	149
2019 Q3	$4.47M	Buy	+51,579	New	+$4.55M	1.93%	13
2019 Q2	–	Sell	-28,161	Closed	-$2.35M	–	142
2019 Q1	$2.35M	Buy	+28,161	New	+$2.3M	0.97%	24
2016 Q3	–	Sell	-24,243	Closed	-$2.39M	–	170
2016 Q2	$2.39M	Buy	24,243 +232	+1%	+$21.5K	1.4%	11
2016 Q1	$2.23M	Buy	+24,011	New	+$2.06M	1.28%	13

Other funds holding VOX

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cavalier Investments's VOX Position: Q4 2019 in Review

Cavalier Investments sold out of Vanguard Communication Services ETF (VOX) in Q4 2019, closing a stake of 51,579 shares — an estimated $4.47M sold.

Cavalier Investments first reported a position in VOX in Q1 2016 and held it in 4 quarters. The position peaked at $4.47M in Q3 2019. 232 funds tracked by Wall St. Rank hold VOX as of Q4 2019.

Cavalier Investments reported no remaining Vanguard Communication Services ETF position as of Q4 2019 after selling out during the quarter.
Cavalier Investments sold 51,579 Vanguard Communication Services ETF shares in Q4 2019, an estimated $4.47M.
Cavalier Investments first reported a position in Vanguard Communication Services ETF in Q1 2016 and held it in 4 quarters.
Cavalier Investments's Vanguard Communication Services ETF position peaked at $4.47M in Q3 2019.
232 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.