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Confluence Wealth Services’s Vanguard Communication Services ETF VOX Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,045
Closed -$141K – 1142
2021
Q4 		$141K Buy
+1,045
New +$145K 0.05% 271

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Ameriprise
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Confluence Wealth Services's VOX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 1,045 shares — an estimated $141K sold.

Confluence Wealth Services first reported a position in VOX in Q4 2021 and held it in 1 quarter. The position peaked at $141K in Q4 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,045 Vanguard Communication Services ETF shares in Q1 2022, an estimated $141K.
  • Confluence Wealth Services first reported a position in Vanguard Communication Services ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard Communication Services ETF position peaked at $141K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.