KWM
VOX icon

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

Kingsview 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
2020
Q4 		– Sell
-2,497
Closed -$254K – 786
2020
Q3 		$254K Buy
+2,497
New +$254K 0.02% 515

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kingsview Wealth Management's VOX Position: Q4 2020 in Review

Kingsview Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2020, closing a stake of 2,497 shares — an estimated $254K sold.

Kingsview Wealth Management first reported a position in VOX in Q3 2020 and held it in 1 quarter. The position peaked at $254K in Q3 2020. 271 funds tracked by Wall St. Rank hold VOX as of Q4 2020.

  • Kingsview Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,497 Vanguard Communication Services ETF shares in Q4 2020, an estimated $254K.
  • Kingsview Wealth Management first reported a position in Vanguard Communication Services ETF in Q3 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Vanguard Communication Services ETF position peaked at $254K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.