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Wealthspire Advisors (Maryland)’s Vanguard Communication Services ETF VOX Stock Holding History

Wealthspire Advisors (Maryland)’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
-5
Closed – – 2520
2018
Q2 		$0 Buy
+5
New +$424 ﹤0.01% 2589

Other funds holding VOX

BCMIO
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOX Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Communication Services ETF (VOX) in Q3 2018, closing a stake of 5 shares.

Wealthspire Advisors (Maryland) first reported a position in VOX in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 159 funds tracked by Wall St. Rank hold VOX as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard Communication Services ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5 Vanguard Communication Services ETF shares in Q3 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Communication Services ETF in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Vanguard Communication Services ETF position peaked at $0 in Q2 2018.
  • 159 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.