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WealthSource Partners’s Vanguard Communication Services ETF VOX Stock Holding History

WealthSource Partners’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
2019
Q4 		– Sell
-2,813
Closed -$244K – 463
2019
Q3 		$244K Sell
2,813
-11
-0.4% -$970 0.04% 363
2019
Q2 		$245K Buy
+2,824
New +$244K 0.04% 381

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthSource Partners's VOX Position: Q4 2019 in Review

WealthSource Partners sold out of Vanguard Communication Services ETF (VOX) in Q4 2019, closing a stake of 2,813 shares — an estimated $244K sold.

WealthSource Partners first reported a position in VOX in Q2 2019 and held it in 2 quarters. The position peaked at $245K in Q2 2019. 232 funds tracked by Wall St. Rank hold VOX as of Q4 2019.

  • WealthSource Partners reported no remaining Vanguard Communication Services ETF position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 2,813 Vanguard Communication Services ETF shares in Q4 2019, an estimated $244K.
  • WealthSource Partners first reported a position in Vanguard Communication Services ETF in Q2 2019 and held it in 2 quarters.
  • WealthSource Partners's Vanguard Communication Services ETF position peaked at $245K in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.