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

Golden State 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
2019 Q4	–	Sell	-312	Closed	-$27K	–	932
2019 Q3	$27K	Hold	312	–	–	0.01%	565
2019 Q2	$27K	Sell	312 -6	-2%	-$519	0.01%	569
2019 Q1	$27K	Buy	+318	New	+$25.9K	0.01%	572

Other funds holding VOX

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

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

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

LTFS

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

Golden State Wealth Management's VOX Position: Q4 2019 in Review

Golden State Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2019, closing a stake of 312 shares — an estimated $27K sold.

Golden State Wealth Management first reported a position in VOX in Q1 2019 and held it in 3 quarters. The position peaked at $27K in Q3 2019. 232 funds tracked by Wall St. Rank hold VOX as of Q4 2019.

Golden State Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 312 Vanguard Communication Services ETF shares in Q4 2019, an estimated $27K.
Golden State Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's Vanguard Communication Services ETF position peaked at $27K in Q3 2019.
232 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.