SevenBridge Financial Group’s Vanguard Communication Services ETF VOX Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-2	Closed	–	–	562
2019 Q2	$0	Hold	2	–	–	﹤0.01%	660
2019 Q1	$0	Hold	2	–	–	﹤0.01%	622
2018 Q4	$0	Hold	2	–	–	﹤0.01%	609
2018 Q3	$0	Sell	2 -18	-90%	-$1.55K	﹤0.01%	614
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	568
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	577
2017 Q4	$2K	Sell	20 -9	-31%	-$810	﹤0.01%	589
2017 Q3	$3K	Hold	29	–	–	﹤0.01%	562
2017 Q2	$3K	Hold	29	–	–	﹤0.01%	577
2017 Q1	$3K	Sell	29 -28	-49%	-$2.75K	﹤0.01%	564
2016 Q4	$5K	Hold	57	–	–	﹤0.01%	521
2016 Q3	$5K	Hold	57	–	–	﹤0.01%	510
2016 Q2	$6K	Buy	+57	New	+$5.29K	﹤0.01%	572

Other funds holding VOX

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

SevenBridge Financial Group's VOX Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Communication Services ETF (VOX) in Q3 2019, closing a stake of 2 shares.

SevenBridge Financial Group first reported a position in VOX in Q2 2016 and held it in 13 quarters. The position peaked at $6K in Q2 2016. 208 funds tracked by Wall St. Rank hold VOX as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Communication Services ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 2 Vanguard Communication Services ETF shares in Q3 2019.
SevenBridge Financial Group first reported a position in Vanguard Communication Services ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Vanguard Communication Services ETF position peaked at $6K in Q2 2016.
208 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.