YorkBridge Wealth Partners’s Vanguard Communication Services ETF VOX Stock Holding History

YorkBridge Wealth 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 Q3	–	Sell	-500	Closed	-$43K	–	632
2019 Q2	$43K	Hold	500	–	–	0.02%	384
2019 Q1	$42K	Hold	500	–	–	0.02%	377
2018 Q4	$37K	Hold	500	–	–	0.02%	358
2018 Q3	$43K	Hold	500	–	–	0.02%	373
2018 Q2	$42K	Hold	500	–	–	0.02%	383
2018 Q1	$43K	Hold	500	–	–	0.02%	384
2017 Q4	$44K	Hold	500	–	–	0.02%	386
2017 Q3	$46K	Hold	500	–	–	0.02%	387
2017 Q2	$46K	Hold	500	–	–	0.02%	384
2017 Q1	$48K	Hold	500	–	–	0.03%	377
2016 Q4	$48K	Buy	+500	New	+$47.1K	0.03%	359

Other funds holding VOX

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

YorkBridge Wealth Partners's VOX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Communication Services ETF (VOX) in Q3 2019, closing a stake of 500 shares — an estimated $43K sold.

YorkBridge Wealth Partners first reported a position in VOX in Q4 2016 and held it in 11 quarters. The position peaked at $48K in Q1 2017. 208 funds tracked by Wall St. Rank hold VOX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Communication Services ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 Vanguard Communication Services ETF shares in Q3 2019, an estimated $43K.
YorkBridge Wealth Partners first reported a position in Vanguard Communication Services ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Communication Services ETF position peaked at $48K in Q1 2017.
208 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.