GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-162
Closed -$22K – 1091
2021
Q3 		$22K Buy
+162
New +$23.5K ﹤0.01% 489

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 $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VOX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2021, closing a stake of 162 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VOX in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 342 funds tracked by Wall St. Rank hold VOX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Communication Services ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 162 Vanguard Communication Services ETF shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Communication Services ETF position peaked at $22K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.