Pinnacle Advisory Group’s Vanguard Communication Services ETF VOX Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$1.45M	Buy	11,137 +1,883	+20%	+$240K	0.07%	98
2020 Q4	$1.11M	Sell	9,254 -925	-9%	-$103K	0.07%	92
2020 Q3	$1.04M	Buy	10,179 +6,095	+149%	+$619K	0.07%	90
2020 Q2	$380K	Sell	4,084 -880	-18%	-$77.9K	0.03%	131
2020 Q1	$378K	Sell	4,964 -6,929	-58%	-$626K	0.04%	118
2019 Q4	$1.12M	Sell	11,893 -327	-3%	-$29.6K	0.08%	86
2019 Q3	$1.06M	Sell	12,220 -6,715	-35%	-$592K	0.07%	80
2019 Q2	$1.64M	Buy	18,935 +6,897	+57%	+$596K	0.11%	63
2019 Q1	$1M	Buy	+12,038	New	+$982K	0.07%	81
2018 Q4	–	Sell	-6,963	Closed	-$606K	–	170
2018 Q3	$606K	Sell	6,963 -1,739	-20%	-$150K	0.04%	100
2018 Q2	$739K	Buy	8,702 +1,818	+26%	+$154K	0.04%	85
2018 Q1	$576K	Buy	6,884 +160	+2%	+$14.2K	0.03%	114
2017 Q4	$613K	Buy	+6,724	New	+$605K	0.04%	118
2017 Q1	–	Sell	-2,773	Closed	-$278K	–	210
2016 Q4	$278K	Hold	2,773	–	–	0.02%	155
2016 Q3	$258K	Sell	2,773 -4,391	-61%	-$426K	0.02%	109
2016 Q2	$704K	Buy	7,164 +4,391	+158%	+$408K	0.05%	54
2016 Q1	$257K	Sell	2,773 -8,204	-75%	-$705K	0.02%	96
2015 Q4	$921K	Buy	10,977 +7,261	+195%	+$609K	0.08%	39
2015 Q3	$292K	Buy	3,716 +1,259	+51%	+$106K	0.03%	78
2015 Q2	$213K	Sell	2,457 -1,952	-44%	-$173K	0.02%	93
2015 Q1	$381K	Sell	4,409 -2,696	-38%	-$234K	0.03%	93
2014 Q4	$601K	Buy	7,105 +22	+0.3%	+$1.91K	0.05%	74
2014 Q3	$618K	Sell	7,083 -5,997	-46%	-$528K	0.08%	50
2014 Q2	$1.15M	Buy	13,080 +8,508	+186%	+$730K	0.14%	38
2014 Q1	$389K	Buy	4,572 +67	+1%	+$5.5K	0.04%	71
2013 Q4	$376K	Sell	4,505 -400	-8%	-$33.6K	0.04%	60
2013 Q3	$396K	Sell	4,905 -160	-3%	-$13K	0.05%	66
2013 Q2	$400K	Buy	+5,065	New	+$398K	0.05%	54

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Advisory Group's VOX Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard Communication Services ETF (VOX) stake by 20% in Q1 2021, buying an estimated $240K and bringing the position to 11,137 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #98.

Pinnacle Advisory Group first reported a position in VOX in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.64M in Q2 2019. 296 funds tracked by Wall St. Rank hold VOX as of Q1 2021.

Pinnacle Advisory Group held 11,137 shares of Vanguard Communication Services ETF worth $1.45M as of Q1 2021.
Pinnacle Advisory Group bought 1,883 Vanguard Communication Services ETF shares in Q1 2021, an estimated $240K.
Vanguard Communication Services ETF made up 0.07% of Pinnacle Advisory Group's portfolio in Q1 2021, its #98 holding.
Pinnacle Advisory Group first reported a position in Vanguard Communication Services ETF in Q2 2013 and has held it in 28 quarters since.
Pinnacle Advisory Group's Vanguard Communication Services ETF position peaked at $1.64M in Q2 2019.
296 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.