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Mayflower Financial Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Mayflower Financial 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
2023
Q3 		– Sell
-2,432
Closed -$259K – 366
2023
Q2 		$259K Buy
+2,432
New +$244K 0.03% 300

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Mayflower Financial Advisors's VOX Position: Q3 2023 in Review

Mayflower Financial Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2023, closing a stake of 2,432 shares — an estimated $259K sold.

Mayflower Financial Advisors first reported a position in VOX in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 353 funds tracked by Wall St. Rank hold VOX as of Q3 2023.

  • Mayflower Financial Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 2,432 Vanguard Communication Services ETF shares in Q3 2023, an estimated $259K.
  • Mayflower Financial Advisors first reported a position in Vanguard Communication Services ETF in Q2 2023 and held it in 1 quarter.
  • Mayflower Financial Advisors's Vanguard Communication Services ETF position peaked at $259K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2023.

Based on Mayflower Financial Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.