SeaCrest Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-268	Closed	-$25K	–	1503
2022 Q2	$25K	Buy	+268	New	+$27.9K	﹤0.01%	1413
2019 Q2	–	Sell	-228	Closed	-$19K	–	1806
2019 Q1	$19K	Buy	228 +22	+11%	+$1.79K	﹤0.01%	1317
2018 Q4	$15K	Buy	206 +24	+13%	+$1.92K	﹤0.01%	1363
2018 Q3	$16K	Hold	182	–	–	﹤0.01%	1483
2018 Q2	$15K	Hold	182	–	–	﹤0.01%	1474
2018 Q1	$15K	Hold	182	–	–	﹤0.01%	1443
2017 Q4	$17K	Buy	+182	New	+$16.4K	﹤0.01%	1395

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

RJFSA

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

SeaCrest Wealth Management's VOX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q3 2022, closing a stake of 268 shares — an estimated $25K sold.

SeaCrest Wealth Management first reported a position in VOX in Q4 2017 and held it in 7 quarters. The position peaked at $25K in Q2 2022. 297 funds tracked by Wall St. Rank hold VOX as of Q3 2022.

SeaCrest Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 268 Vanguard Communication Services ETF shares in Q3 2022, an estimated $25K.
SeaCrest Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Vanguard Communication Services ETF position peaked at $25K in Q2 2022.
297 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.