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TrueWealth LLC’s Vanguard Communication Services ETF VOX Stock Holding History

TrueWealth LLC’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
2018
Q3 		– Sell
-114
Closed -$10K – 854
2018
Q2 		$10K Sell
114
-52
-31% -$4.41K ﹤0.01% 491
2018
Q1 		$14K Buy
166
+52
+46% +$4.6K 0.01% 409
2017
Q4 		$10K Buy
+114
New +$10.3K ﹤0.01% 514

Other funds holding VOX

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrueWealth LLC's VOX Position: Q3 2018 in Review

TrueWealth LLC sold out of Vanguard Communication Services ETF (VOX) in Q3 2018, closing a stake of 114 shares — an estimated $10K sold.

TrueWealth LLC first reported a position in VOX in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2018. 160 funds tracked by Wall St. Rank hold VOX as of Q3 2018.

  • TrueWealth LLC reported no remaining Vanguard Communication Services ETF position as of Q3 2018 after selling out during the quarter.
  • TrueWealth LLC sold 114 Vanguard Communication Services ETF shares in Q3 2018, an estimated $10K.
  • TrueWealth LLC first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 3 quarters.
  • TrueWealth LLC's Vanguard Communication Services ETF position peaked at $14K in Q1 2018.
  • 160 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2018.

Based on TrueWealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.