SMA
VOX icon

Simply Money Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-40
Closed -$3K – 139
2013
Q3 		$3K Sell
40
-1,933
-98% -$157K ﹤0.01% 102
2013
Q2 		$156K Buy
+1,973
New +$155K 0.03% 33

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Simply Money Advisors's VOX Position: Q4 2013 in Review

Simply Money Advisors sold out of Vanguard Communication Services ETF (VOX) in Q4 2013, closing a stake of 40 shares — an estimated $3K sold.

Simply Money Advisors first reported a position in VOX in Q2 2013 and held it in 2 quarters. The position peaked at $156K in Q2 2013. 78 funds tracked by Wall St. Rank hold VOX as of Q4 2013.

  • Simply Money Advisors reported no remaining Vanguard Communication Services ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 40 Vanguard Communication Services ETF shares in Q4 2013, an estimated $3K.
  • Simply Money Advisors first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Vanguard Communication Services ETF position peaked at $156K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.