CT Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

CT Financial Advisors’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
2017 Q1	$196K	Buy	2,064 +52	+3%	+$5.12K	0.12%	154
2016 Q4	$201K	Sell	2,012 -48	-2%	-$4.52K	0.13%	148
2016 Q3	$194K	Buy	2,060 +17	+0.8%	+$1.65K	0.12%	148
2016 Q2	$201K	Sell	2,043 -630	-24%	-$58.5K	0.12%	141
2016 Q1	$248K	Sell	2,673 -37	-1%	-$3.18K	0.14%	126
2015 Q4	$227K	Buy	2,710 +16	+0.6%	+$1.34K	0.13%	137
2015 Q3	$212K	Buy	2,694 +61	+2%	+$5.16K	0.13%	133
2015 Q2	$229K	Hold	2,633	–	–	0.13%	137
2015 Q1	$228K	Buy	2,633 +1	+0%	+$87	0.13%	140
2014 Q4	$223K	Buy	+2,632	New	+$228K	0.17%	104
2014 Q1	$228K	Buy	+2,633	New	+$216K	0.13%	140

Other funds holding VOX

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

CT Financial Advisors's VOX Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Communication Services ETF (VOX) stake by 2.6% in Q1 2017, buying an estimated $5.12K and bringing the position to 2,064 shares worth $196K. The position accounts for 0.12% of the portfolio, ranked #154.

CT Financial Advisors first reported a position in VOX in Q1 2014 and has held it in 11 quarters since. The position peaked at $248K in Q1 2016. 155 funds tracked by Wall St. Rank hold VOX as of Q1 2017.

CT Financial Advisors held 2,064 shares of Vanguard Communication Services ETF worth $196K as of Q1 2017.
CT Financial Advisors bought 52 Vanguard Communication Services ETF shares in Q1 2017, an estimated $5.12K.
Vanguard Communication Services ETF made up 0.12% of CT Financial Advisors's portfolio in Q1 2017, its #154 holding.
CT Financial Advisors first reported a position in Vanguard Communication Services ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Vanguard Communication Services ETF position peaked at $248K in Q1 2016.
155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.