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TrustCore Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

TrustCore Financial Services’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
2021
Q1 		– Sell
-93
Closed -$11K – 1006
2020
Q4 		$11K Buy
+93
New +$10.4K ﹤0.01% 666

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TrustCore Financial Services's VOX Position: Q1 2021 in Review

TrustCore Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q1 2021, closing a stake of 93 shares — an estimated $11K sold.

TrustCore Financial Services first reported a position in VOX in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 296 funds tracked by Wall St. Rank hold VOX as of Q1 2021.

  • TrustCore Financial Services reported no remaining Vanguard Communication Services ETF position as of Q1 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 93 Vanguard Communication Services ETF shares in Q1 2021, an estimated $11K.
  • TrustCore Financial Services first reported a position in Vanguard Communication Services ETF in Q4 2020 and held it in 1 quarter.
  • TrustCore Financial Services's Vanguard Communication Services ETF position peaked at $11K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.