Lenox Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-177	Closed	-$23K	–	649
2018 Q1	$23K	Buy	+177	New	+$24.2K	0.01%	254
2016 Q4	–	Sell	-241	Closed	-$26K	–	183
2016 Q3	$26K	Hold	241	–	–	0.01%	123
2016 Q2	$25K	Hold	241	–	–	0.01%	122
2016 Q1	$24K	Hold	241	–	–	0.01%	124
2015 Q4	$23K	Buy	+241	New	+$23.3K	0.01%	127

Other funds holding VAW

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

BCMIO

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Lenox Wealth Advisors's VAW Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Vanguard Materials ETF (VAW) in Q2 2018, closing a stake of 177 shares — an estimated $23K sold.

Lenox Wealth Advisors first reported a position in VAW in Q4 2015 and held it in 5 quarters. The position peaked at $26K in Q3 2016. 210 funds tracked by Wall St. Rank hold VAW as of Q2 2018.

Lenox Wealth Advisors reported no remaining Vanguard Materials ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 177 Vanguard Materials ETF shares in Q2 2018, an estimated $23K.
Lenox Wealth Advisors first reported a position in Vanguard Materials ETF in Q4 2015 and held it in 5 quarters.
Lenox Wealth Advisors's Vanguard Materials ETF position peaked at $26K in Q3 2016.
210 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.