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Greenleaf Trust’s Vanguard Communication Services ETF VOX Stock Holding History

Greenleaf Trust’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
2017
Q4 		– Sell
-155
Closed -$14K – 714
2017
Q3 		$14K Buy
+155
New +$14.3K ﹤0.01% 633

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Greenleaf Trust's VOX Position: Q4 2017 in Review

Greenleaf Trust sold out of Vanguard Communication Services ETF (VOX) in Q4 2017, closing a stake of 155 shares — an estimated $14K sold.

Greenleaf Trust first reported a position in VOX in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 175 funds tracked by Wall St. Rank hold VOX as of Q4 2017.

  • Greenleaf Trust reported no remaining Vanguard Communication Services ETF position as of Q4 2017 after selling out during the quarter.
  • Greenleaf Trust sold 155 Vanguard Communication Services ETF shares in Q4 2017, an estimated $14K.
  • Greenleaf Trust first reported a position in Vanguard Communication Services ETF in Q3 2017 and held it in 1 quarter.
  • Greenleaf Trust's Vanguard Communication Services ETF position peaked at $14K in Q3 2017.
  • 175 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.