Lenox Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$31K	Hold	400	–	–	﹤0.01%	315
2021 Q4	$32K	Sell	400 -70	-15%	-$5.69K	﹤0.01%	326
2021 Q3	$39K	Hold	470	–	–	0.01%	267
2021 Q2	$39K	Sell	470 -155	-25%	-$12.8K	0.01%	264
2021 Q1	$51K	Buy	625 +225	+56%	+$18.6K	0.01%	186
2020 Q4	$33K	Hold	400	–	–	﹤0.01%	243
2020 Q3	$33K	Buy	400 +321	+406%	+$26.7K	0.01%	211
2020 Q2	$7K	Buy	+79	New	+$6.53K	﹤0.01%	405
2018 Q3	–	Sell	-237	Closed	-$19K	–	422
2018 Q2	$19K	Buy	237 +161	+212%	+$12.6K	﹤0.01%	265
2018 Q1	$6K	Sell	76 -240	-76%	-$18.9K	﹤0.01%	403
2017 Q4	$25K	Buy	+316	New	+$25.1K	0.01%	132
2015 Q2	–	Sell	-38	Closed	-$3K	–	301
2015 Q1	$3K	Buy	+38	New	+$3.05K	﹤0.01%	275

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2022 at 400 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Lenox Wealth Advisors first reported a position in BSV in Q1 2015 and has held it in 12 quarters since. The position peaked at $51K in Q1 2021. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Lenox Wealth Advisors held 400 shares of Vanguard Short-Term Bond ETF worth $31K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2022.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #315 holding.
Lenox Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 12 quarters since.
Lenox Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $51K in Q1 2021.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

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