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IBEX Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

IBEX Wealth Advisors’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
2020
Q1 		– Sell
-17,350
Closed -$1.63M – 115
2019
Q4 		$1.63M Buy
+17,350
New +$1.57M 0.5% 73

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IBEX Wealth Advisors's VOX Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2020, closing a stake of 17,350 shares — an estimated $1.63M sold.

IBEX Wealth Advisors first reported a position in VOX in Q4 2019 and held it in 1 quarter. The position peaked at $1.63M in Q4 2019. 220 funds tracked by Wall St. Rank hold VOX as of Q1 2020.

  • IBEX Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 17,350 Vanguard Communication Services ETF shares in Q1 2020, an estimated $1.63M.
  • IBEX Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Vanguard Communication Services ETF position peaked at $1.63M in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.