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Lenox Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lenox Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$68K Buy
854
+1
+0.1% +$80 0.01% 209
2021
Q4 		$75K Buy
+853
New +$72.9K 0.01% 206

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.12% in Q1 2022, buying an estimated $80 and bringing the position to 854 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #209.

Lenox Wealth Advisors first reported a position in ESGV in Q4 2021 and has held it in 2 quarters since. The position peaked at $75K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

  • Lenox Wealth Advisors held 854 shares of Vanguard ESG US Stock ETF worth $68K as of Q1 2022.
  • Lenox Wealth Advisors bought 1 Vanguard ESG US Stock ETF share in Q1 2022, an estimated $80.
  • Vanguard ESG US Stock ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #209 holding.
  • Lenox Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $75K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

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