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Dougherty Wealth Advisers’s Vanguard Communication Services ETF VOX Stock Holding History

Dougherty Wealth Advisers’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
2021
Q4 		– Sell
-13
Closed -$2K – 145
2021
Q3 		$2K Buy
+13
New +$1.89K ﹤0.01% 140

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Dougherty Wealth Advisers's VOX Position: Q4 2021 in Review

Dougherty Wealth Advisers sold out of Vanguard Communication Services ETF (VOX) in Q4 2021, closing a stake of 13 shares — an estimated $2K sold.

Dougherty Wealth Advisers first reported a position in VOX in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

  • Dougherty Wealth Advisers reported no remaining Vanguard Communication Services ETF position as of Q4 2021 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 13 Vanguard Communication Services ETF shares in Q4 2021, an estimated $2K.
  • Dougherty Wealth Advisers first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 1 quarter.
  • Dougherty Wealth Advisers's Vanguard Communication Services ETF position peaked at $2K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2021, filed 27 Jan 2022.