Financial Partners Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Financial Partners Capital 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
2022 Q2	–	Sell	-9,985	Closed	-$1.2M	–	128
2022 Q1	$1.2M	Buy	9,985 +1,129	+13%	+$138K	0.22%	81
2021 Q4	$1.2M	Buy	8,856 +19	+0.2%	+$2.64K	0.21%	79
2021 Q3	$1.24M	Buy	8,837 +140	+2%	+$20.3K	0.23%	72
2021 Q2	$1.25M	Buy	8,697 +227	+3%	+$31.3K	0.23%	67
2021 Q1	$1.1M	Buy	8,470 +3,051	+56%	+$389K	0.22%	66
2020 Q4	$651K	Buy	5,419 +281	+5%	+$31.4K	0.15%	71
2020 Q3	$523K	Buy	5,138 +100	+2%	+$10.2K	0.14%	71
2020 Q2	$469K	Buy	5,038 +55	+1%	+$4.87K	0.14%	71
2020 Q1	$380K	Buy	+4,983	New	+$450K	0.12%	67
2017 Q1	–	Sell	-18,716	Closed	-$1.87M	–	113
2016 Q4	$1.87M	Sell	18,716 -150	-0.8%	-$14.1K	0.45%	57
2016 Q3	$1.74M	Buy	+18,866	New	+$1.83M	0.44%	58

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Financial Partners Capital Management's VOX Position: Q2 2022 in Review

Financial Partners Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2022, closing a stake of 9,985 shares — an estimated $1.2M sold.

Financial Partners Capital Management first reported a position in VOX in Q3 2016 and held it in 11 quarters. The position peaked at $1.87M in Q4 2016. 328 funds tracked by Wall St. Rank hold VOX as of Q2 2022.

Financial Partners Capital Management reported no remaining Vanguard Communication Services ETF position as of Q2 2022 after selling out during the quarter.
Financial Partners Capital Management sold 9,985 Vanguard Communication Services ETF shares in Q2 2022, an estimated $1.2M.
Financial Partners Capital Management first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 11 quarters.
Financial Partners Capital Management's Vanguard Communication Services ETF position peaked at $1.87M in Q4 2016.
328 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2022.

Based on Financial Partners Capital Management's 13F filing for Q2 2022, filed 27 Feb 2023.