Private Wealth Advisors (California)’s Vanguard Communication Services ETF VOX Stock Holding History

Private Wealth Advisors (California)’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 Q2	–	Sell	-33,037	Closed	-$2.52M	–	63
2020 Q1	$2.52M	Sell	33,037 -6,563	-17%	-$593K	2.06%	18
2019 Q4	$3.72M	Sell	39,600 -7,014	-15%	-$634K	2.14%	15
2019 Q3	$4.04M	Buy	46,614 +3,514	+8%	+$310K	2.63%	12
2019 Q2	$3.6M	Hold	43,100	–	–	2.45%	14
2019 Q1	$3.6M	Buy	43,100 +9,316	+28%	+$760K	2.45%	14
2018 Q4	$2.5M	Buy	+33,784	New	+$2.7M	2.02%	17

Other funds holding VOX

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Private Wealth Advisors (California)'s VOX Position: Q2 2020 in Review

Private Wealth Advisors (California) sold out of Vanguard Communication Services ETF (VOX) in Q2 2020, closing a stake of 33,037 shares — an estimated $2.52M sold.

Private Wealth Advisors (California) first reported a position in VOX in Q4 2018 and held it in 6 quarters. The position peaked at $4.04M in Q3 2019. 233 funds tracked by Wall St. Rank hold VOX as of Q2 2020.

Private Wealth Advisors (California) reported no remaining Vanguard Communication Services ETF position as of Q2 2020 after selling out during the quarter.
Private Wealth Advisors (California) sold 33,037 Vanguard Communication Services ETF shares in Q2 2020, an estimated $2.52M.
Private Wealth Advisors (California) first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 6 quarters.
Private Wealth Advisors (California)'s Vanguard Communication Services ETF position peaked at $4.04M in Q3 2019.
233 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2020, filed 13 Aug 2020.