Tradewinds Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Tradewinds Capital 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
2023 Q4	–	Sell	-5	Closed	-$526	–	532
2023 Q3	$526	Buy	+5	New	+$541	﹤0.01%	428
2016 Q1	–	Sell	-4	Closed	–	–	691
2015 Q4	$0	Hold	4	–	–	﹤0.01%	687
2015 Q3	$0	Buy	+4	New	+$338	﹤0.01%	721

Other funds holding VOX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tradewinds Capital Management's VOX Position: Q4 2023 in Review

Tradewinds Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2023, closing a stake of 5 shares — an estimated $526 sold.

Tradewinds Capital Management first reported a position in VOX in Q3 2015 and held it in 3 quarters. The position peaked at $526 in Q3 2023. 379 funds tracked by Wall St. Rank hold VOX as of Q4 2023.

Tradewinds Capital Management reported no remaining Vanguard Communication Services ETF position as of Q4 2023 after selling out during the quarter.
Tradewinds Capital Management sold 5 Vanguard Communication Services ETF shares in Q4 2023, an estimated $526.
Tradewinds Capital Management first reported a position in Vanguard Communication Services ETF in Q3 2015 and held it in 3 quarters.
Tradewinds Capital Management's Vanguard Communication Services ETF position peaked at $526 in Q3 2023.
379 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.