PSF
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Pacific Sun Financial’s Vanguard Communication Services ETF VOX Stock Holding History

Pacific Sun Financial’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
2019
Q3 		– Sell
-4,720
Closed -$409K – 137
2019
Q2 		$409K Buy
+4,720
New +$408K 0.39% 87
2018
Q2 		$1.14M Sell
13,136
-3,425
-21% -$291K 1.17% 24
2018
Q1 		$1.39M Buy
+16,561
New +$1.47M 1.83% 12

Other funds holding VOX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Pacific Sun Financial's VOX Position: Q3 2019 in Review

Pacific Sun Financial sold out of Vanguard Communication Services ETF (VOX) in Q3 2019, closing a stake of 4,720 shares — an estimated $409K sold.

Pacific Sun Financial first reported a position in VOX in Q1 2018 and held it in 3 quarters. The position peaked at $1.39M in Q1 2018. 208 funds tracked by Wall St. Rank hold VOX as of Q3 2019.

  • Pacific Sun Financial reported no remaining Vanguard Communication Services ETF position as of Q3 2019 after selling out during the quarter.
  • Pacific Sun Financial sold 4,720 Vanguard Communication Services ETF shares in Q3 2019, an estimated $409K.
  • Pacific Sun Financial first reported a position in Vanguard Communication Services ETF in Q1 2018 and held it in 3 quarters.
  • Pacific Sun Financial's Vanguard Communication Services ETF position peaked at $1.39M in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2019.

Based on Pacific Sun Financial's 13F filing for Q3 2019, filed 5 Nov 2019.