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

Sugarloaf 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 Q1	–	Sell	-82	Closed	-$10K	–	765
2021 Q4	$11K	Hold	82	–	–	﹤0.01%	503
2021 Q3	$11K	Hold	82	–	–	﹤0.01%	512
2021 Q2	$12K	Buy	82 +1	+1%	+$138	﹤0.01%	477
2021 Q1	$11	Buy	+81	New	+$10.3K	﹤0.01%	489

Other funds holding VOX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

Sugarloaf Wealth Management's VOX Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 82 shares — an estimated $10K sold.

Sugarloaf Wealth Management first reported a position in VOX in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

Sugarloaf Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 82 Vanguard Communication Services ETF shares in Q1 2022, an estimated $10K.
Sugarloaf Wealth Management first reported a position in Vanguard Communication Services ETF in Q1 2021 and held it in 4 quarters.
Sugarloaf Wealth Management's Vanguard Communication Services ETF position peaked at $12K in Q2 2021.
334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.