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

Private Wealth Advisors (Pennsylvania)’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 Q4	$631K	Sell	5,249 -699	-12%	-$78K	0.36%	55
2020 Q3	$606K	Hold	5,948	–	–	0.39%	51
2020 Q2	$553K	Buy	5,948 +1	+0%	+$89	0.38%	52
2020 Q1	$510K	Sell	5,947 -1,009	-15%	-$91.2K	0.39%	51
2019 Q4	$676K	Sell	6,956 -978	-12%	-$88.4K	0.36%	70
2019 Q3	$688K	Hold	7,934	–	–	0.35%	71
2019 Q2	$688K	Buy	7,934 +230	+3%	+$19.9K	0.24%	89
2019 Q1	$643K	Buy	7,704 +1	+0%	+$82	0.24%	91
2018 Q4	$571K	Sell	7,703 -735	-9%	-$58.7K	0.25%	90
2018 Q3	$734K	Sell	8,438 -96	-1%	-$8.28K	0.27%	86
2018 Q2	$725K	Sell	8,534 -239	-3%	-$20.3K	0.29%	83
2018 Q1	$734K	Sell	8,773 -685	-7%	-$60.7K	0.29%	81
2017 Q4	$862K	Buy	9,458 +7	+0.1%	+$630	0.33%	78
2017 Q3	$872K	Buy	9,451 +119	+1%	+$11K	0.36%	70
2017 Q2	$857K	Buy	9,332 +230	+3%	+$21.8K	0.37%	72
2017 Q1	$864K	Buy	9,102 +504	+6%	+$49.6K	0.39%	68
2016 Q4	$861K	Buy	8,598 +5	+0.1%	+$471	0.4%	69
2016 Q3	$811K	Buy	8,593 +4	+0%	+$388	0.39%	71
2016 Q2	$845K	Buy	8,589 +78	+0.9%	+$7.24K	0.41%	67
2016 Q1	$789K	Sell	8,511 -282	-3%	-$24.2K	0.42%	69
2015 Q4	$738K	Sell	8,793 -453	-5%	-$38K	0.42%	65
2015 Q3	$729K	Sell	9,246 -837	-8%	-$70.8K	0.36%	81
2015 Q2	$877K	Buy	10,083 +330	+3%	+$29.2K	0.4%	72
2015 Q1	$843K	Sell	9,753 -150	-2%	-$13K	0.39%	70
2014 Q4	$839K	Sell	9,903 -934	-9%	-$81K	0.41%	69
2014 Q3	$946K	Buy	10,837 +90	+0.8%	+$7.92K	0.5%	65
2014 Q2	$945K	Buy	10,747 +140	+1%	+$12K	0.48%	66
2014 Q1	$903K	Buy	10,607 +50	+0.5%	+$4.1K	0.49%	64
2013 Q4	$883K	Sell	10,557 -1,342	-11%	-$113K	0.48%	65
2013 Q3	$961K	Buy	11,899 +350	+3%	+$28.3K	0.57%	57
2013 Q2	$911K	Buy	+11,549	New	+$907K	0.57%	57

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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 (Pennsylvania)'s VOX Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Vanguard Communication Services ETF (VOX) stake by 12% in Q4 2020, selling an estimated $78K and leaving 5,249 shares worth $631K. The position accounts for 0.36% of the portfolio, ranked #55.

Private Wealth Advisors (Pennsylvania) first reported a position in VOX in Q2 2013 and has held it in 31 quarters since. The position peaked at $961K in Q3 2013. 271 funds tracked by Wall St. Rank hold VOX as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 5,249 shares of Vanguard Communication Services ETF worth $631K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 699 Vanguard Communication Services ETF shares in Q4 2020, an estimated $78K.
Vanguard Communication Services ETF made up 0.36% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #55 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Vanguard Communication Services ETF in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s Vanguard Communication Services ETF position peaked at $961K in Q3 2013.
271 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.