Estate Counselors’s Vanguard Communication Services ETF VOX Stock Holding History

Estate Counselors’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	-500	Closed	-$70K	–	188
2021 Q3	$70K	Hold	500	–	–	0.01%	154
2021 Q2	$71K	Hold	500	–	–	0.01%	148
2021 Q1	$65K	Sell	500 -95,150	-99%	-$12.1M	0.01%	145
2020 Q4	$11.5M	Sell	95,650 -2,960	-3%	-$330K	1.73%	17
2020 Q3	$10M	Buy	98,610 +4,430	+5%	+$450K	1.56%	21
2020 Q2	$8.76M	Sell	94,180 -32,800	-26%	-$2.9M	1.4%	24
2020 Q1	$9.67M	Buy	126,980 +650	+0.5%	+$58.7K	1.59%	23
2019 Q4	$11.9M	Buy	126,330 +1,400	+1%	+$127K	1.74%	22
2019 Q3	$10.8M	Sell	124,930 -1,400	-1%	-$123K	1.66%	24
2019 Q2	$11M	Sell	126,330 -2,330	-2%	-$201K	1.71%	26
2019 Q1	$10.7M	Buy	128,660 +29,300	+29%	+$2.39M	1.84%	24
2018 Q4	$7.36M	Sell	99,360 -4,600	-4%	-$367K	1.49%	29
2018 Q3	$9.04M	Buy	+103,960	New	+$8.97M	1.64%	24

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Estate Counselors's VOX Position: Q4 2021 in Review

Estate Counselors sold out of Vanguard Communication Services ETF (VOX) in Q4 2021, closing a stake of 500 shares — an estimated $70K sold.

Estate Counselors first reported a position in VOX in Q3 2018 and held it in 13 quarters. The position peaked at $11.9M in Q4 2019. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

Estate Counselors reported no remaining Vanguard Communication Services ETF position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 500 Vanguard Communication Services ETF shares in Q4 2021, an estimated $70K.
Estate Counselors first reported a position in Vanguard Communication Services ETF in Q3 2018 and held it in 13 quarters.
Estate Counselors's Vanguard Communication Services ETF position peaked at $11.9M in Q4 2019.
342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.