TJHA
VOX icon

Thomas J. Herzfeld Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Thomas J. Herzfeld 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
2015
Q2 		– Sell
-39
Closed -$3K – 319
2015
Q1 		$3K Hold
39
– – ﹤0.01% 291
2014
Q4 		$3K Hold
39
– – ﹤0.01% 297
2014
Q3 		$3K Hold
39
– – ﹤0.01% 263
2014
Q2 		$3K Buy
+39
New +$3.35K ﹤0.01% 273

Other funds holding VOX

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Thomas J. Herzfeld Advisors's VOX Position: Q2 2015 in Review

Thomas J. Herzfeld Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2015, closing a stake of 39 shares — an estimated $3K sold.

Thomas J. Herzfeld Advisors first reported a position in VOX in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 97 funds tracked by Wall St. Rank hold VOX as of Q2 2015.

  • Thomas J. Herzfeld Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2015 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 39 Vanguard Communication Services ETF shares in Q2 2015, an estimated $3K.
  • Thomas J. Herzfeld Advisors first reported a position in Vanguard Communication Services ETF in Q2 2014 and held it in 4 quarters.
  • Thomas J. Herzfeld Advisors's Vanguard Communication Services ETF position peaked at $3K in Q1 2015.
  • 97 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2015.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.