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Principle Wealth Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-2,052
Closed -$191K – 425
2020
Q2 		$191K Buy
+2,052
New +$182K 0.06% 154

Other funds holding VOX

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

Principle Wealth Partners's VOX Position: Q3 2020 in Review

Principle Wealth Partners sold out of Vanguard Communication Services ETF (VOX) in Q3 2020, closing a stake of 2,052 shares — an estimated $191K sold.

Principle Wealth Partners first reported a position in VOX in Q2 2020 and held it in 1 quarter. The position peaked at $191K in Q2 2020. 247 funds tracked by Wall St. Rank hold VOX as of Q3 2020.

  • Principle Wealth Partners reported no remaining Vanguard Communication Services ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 2,052 Vanguard Communication Services ETF shares in Q3 2020, an estimated $191K.
  • Principle Wealth Partners first reported a position in Vanguard Communication Services ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Vanguard Communication Services ETF position peaked at $191K in Q2 2020.
  • 247 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.