LWM
VOX icon

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

LBA 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
2017
Q1 		$601K Buy
6,337
+75
+1% +$7.38K 0.32% 62
2016
Q4 		$627K Buy
6,262
+125
+2% +$11.8K 0.34% 53
2016
Q3 		$579K Sell
6,137
-215
-3% -$20.9K 0.33% 52
2016
Q2 		$625K Sell
6,352
-20
-0.3% -$1.86K 0.35% 49
2016
Q1 		$591K Sell
6,372
-100
-2% -$8.59K 0.34% 50
2015
Q4 		$543K Sell
6,472
-440
-6% -$36.9K 0.31% 56
2015
Q3 		$545K Sell
6,912
-68
-1% -$5.75K 0.34% 52
2015
Q2 		$607K Sell
6,980
-275
-4% -$24.3K 0.38% 49
2015
Q1 		$627K Buy
7,255
+100
+1% +$8.67K 0.4% 44
2014
Q4 		$606K Sell
7,155
-1,235
-15% -$107K 0.4% 43
2014
Q3 		$732K Buy
8,390
+1,600
+24% +$141K 0.51% 42
2014
Q2 		$597K Buy
6,790
+175
+3% +$15K 0.49% 43
2014
Q1 		$563K Buy
6,615
+200
+3% +$16.4K 0.46% 47
2013
Q4 		$537K Buy
+6,415
New +$538K 0.44% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

LBA Wealth Management's VOX Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard Communication Services ETF (VOX) stake by 1.2% in Q1 2017, buying an estimated $7.38K and bringing the position to 6,337 shares worth $601K. The position accounts for 0.32% of the portfolio, ranked #62.

LBA Wealth Management first reported a position in VOX in Q4 2013 and has held it in 14 quarters since. The position peaked at $732K in Q3 2014. 155 funds tracked by Wall St. Rank hold VOX as of Q1 2017.

  • LBA Wealth Management held 6,337 shares of Vanguard Communication Services ETF worth $601K as of Q1 2017.
  • LBA Wealth Management bought 75 Vanguard Communication Services ETF shares in Q1 2017, an estimated $7.38K.
  • Vanguard Communication Services ETF made up 0.32% of LBA Wealth Management's portfolio in Q1 2017, its #62 holding.
  • LBA Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Vanguard Communication Services ETF position peaked at $732K in Q3 2014.
  • 155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.