VWA
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V Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-195
Closed -$18K – 696
2017
Q2 		$18K Buy
+195
New +$18.5K 0.01% 479

Other funds holding VOX

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

V Wealth Advisors's VOX Position: Q3 2017 in Review

V Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2017, closing a stake of 195 shares — an estimated $18K sold.

V Wealth Advisors first reported a position in VOX in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 164 funds tracked by Wall St. Rank hold VOX as of Q3 2017.

  • V Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 195 Vanguard Communication Services ETF shares in Q3 2017, an estimated $18K.
  • V Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Vanguard Communication Services ETF position peaked at $18K in Q2 2017.
  • 164 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.