Lenox Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lenox Wealth Advisors’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$31K	Hold	602	–	–	﹤0.01%	314
2021 Q4	$33K	Sell	602 -291	-33%	-$16.5K	﹤0.01%	322
2021 Q3	$51K	Sell	893 -224	-20%	-$12.9K	0.01%	228
2021 Q2	$64K	Sell	1,117 -125	-10%	-$7.13K	0.01%	203
2021 Q1	$71K	Buy	1,242 +492	+66%	+$28.4K	0.01%	147
2020 Q4	$44K	Hold	750	–	–	0.01%	202
2020 Q3	$44K	Hold	750	–	–	0.01%	178
2020 Q2	$43K	Hold	750	–	–	0.01%	176
2020 Q1	$42K	Sell	750 -420	-36%	-$24K	0.01%	154
2019 Q4	$66K	Buy	1,170 +393	+51%	+$22.8K	0.01%	148
2019 Q3	$46K	Hold	777	–	–	0.01%	163
2019 Q2	$45K	Sell	777 -119	-13%	-$6.68K	0.01%	149
2019 Q1	$50K	Sell	896 -16	-2%	-$878	0.01%	129
2018 Q4	$49K	Sell	912 -27	-3%	-$1.47K	0.01%	126
2018 Q3	$51K	Hold	939	–	–	0.01%	132
2018 Q2	$51K	Sell	939 -398	-30%	-$21.7K	0.01%	131
2018 Q1	$73K	Buy	1,337 +621	+87%	+$33.7K	0.02%	129
2017 Q4	$39K	Buy	+716	New	+$39.3K	0.01%	108
2015 Q2	–	Sell	-39	Closed	-$2K	–	300
2015 Q1	$2K	Buy	+39	New	+$2.1K	﹤0.01%	298

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's BNDX Position: Q1 2022 in Review

Lenox Wealth Advisors held its Vanguard Total International Bond ETF (BNDX) position steady in Q1 2022 at 602 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Lenox Wealth Advisors first reported a position in BNDX in Q1 2015 and has held it in 19 quarters since. The position peaked at $73K in Q1 2018. 729 funds tracked by Wall St. Rank hold BNDX as of Q1 2022.

Lenox Wealth Advisors held 602 shares of Vanguard Total International Bond ETF worth $31K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Total International Bond ETF share count unchanged in Q1 2022.
Vanguard Total International Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #314 holding.
Lenox Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2015 and has held it in 19 quarters since.
Lenox Wealth Advisors's Vanguard Total International Bond ETF position peaked at $73K in Q1 2018.
729 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.