Dynasty Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Dynasty Wealth Management’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 Q4	–	Sell	-3,500	Closed	-$305K	–	102
2018 Q3	$305K	Hold	3,500	–	–	0.39%	74
2018 Q2	$297K	Sell	3,500 -900	-20%	-$76.4K	0.61%	47
2018 Q1	$368K	Sell	4,400 -8,100	-65%	-$717K	0.15%	31
2017 Q4	$1.14M	Buy	+12,500	New	+$1.12M	1.97%	11

Other funds holding VOX

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LTFS

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

Dynasty Wealth Management's VOX Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2018, closing a stake of 3,500 shares — an estimated $305K sold.

Dynasty Wealth Management first reported a position in VOX in Q4 2017 and held it in 4 quarters. The position peaked at $1.14M in Q4 2017. 182 funds tracked by Wall St. Rank hold VOX as of Q4 2018.

Dynasty Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 3,500 Vanguard Communication Services ETF shares in Q4 2018, an estimated $305K.
Dynasty Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Vanguard Communication Services ETF position peaked at $1.14M in Q4 2017.
182 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.