RPWA
VOX icon

Regent Peak Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-138
Closed -$17K – 973
2020
Q4 		$17K Buy
+138
New +$15.4K 0.01% 488

Other funds holding VOX

JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Regent Peak Wealth Advisors's VOX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2021, closing a stake of 138 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in VOX in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 296 funds tracked by Wall St. Rank hold VOX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 138 Vanguard Communication Services ETF shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard Communication Services ETF position peaked at $17K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.