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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.