MCWS
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McKinley Carter Wealth Services’s Vanguard Communication Services ETF VOX Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-15
Closed -$1K – 380
2018
Q1 		$1K Buy
+15
New +$1.33K ﹤0.01% 439

Other funds holding VOX

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

McKinley Carter Wealth Services's VOX Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Vanguard Communication Services ETF (VOX) in Q2 2018, closing a stake of 15 shares — an estimated $1K sold.

McKinley Carter Wealth Services first reported a position in VOX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 156 funds tracked by Wall St. Rank hold VOX as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Vanguard Communication Services ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 15 Vanguard Communication Services ETF shares in Q2 2018, an estimated $1K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Communication Services ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Vanguard Communication Services ETF position peaked at $1K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.