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

Gupta 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
2016
Q1 		– Sell
-110
Closed -$9K – 1289
2015
Q4 		$9K Hold
110
– – ﹤0.01% 918
2015
Q3 		$9K Hold
110
– – ﹤0.01% 938
2015
Q2 		$10K Hold
110
– – ﹤0.01% 904
2015
Q1 		$10K Buy
+110
New +$9.53K ﹤0.01% 764

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Gupta Wealth Management's VOX Position: Q1 2016 in Review

Gupta Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2016, closing a stake of 110 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in VOX in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q2 2015. 143 funds tracked by Wall St. Rank hold VOX as of Q1 2016.

  • Gupta Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 110 Vanguard Communication Services ETF shares in Q1 2016, an estimated $9K.
  • Gupta Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Vanguard Communication Services ETF position peaked at $10K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.