Lenox Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
Other funds holding IVOO
LMIM
B
MIH
Lenox Wealth Advisors's IVOO Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.32% in Q1 2022, buying an estimated $360 and bringing the position to 1,268 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #156.
Lenox Wealth Advisors first reported a position in IVOO in Q4 2019 and has held it in 3 quarters since. The position peaked at $121K in Q4 2021. 180 funds tracked by Wall St. Rank hold IVOO as of Q1 2022.
- Lenox Wealth Advisors held 1,268 shares of Vanguard S&P Mid-Cap 400 ETF worth $112K as of Q1 2022.
- Lenox Wealth Advisors bought 4 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2022, an estimated $360.
- Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #156 holding.
- Lenox Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and has held it in 3 quarters since.
- Lenox Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $121K in Q4 2021.
- 180 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.