Lenox Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $6K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $192K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q3 | $180K | Buy |
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|
2017
Q2 | $149K | Hold |
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|
2017
Q1 | $146K | Hold |
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|
2016
Q4 | $141K | Hold |
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|
2016
Q3 | $134K | Hold |
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|
2016
Q2 | $127K | Sell |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $129K | Hold |
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|
2015
Q3 | $126K | Sell |
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|
2015
Q2 | $184K | Sell |
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|
2015
Q1 | $187K | Buy |
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|
2014
Q4 | $169K | Hold |
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|
2014
Q3 | $160K | Hold |
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|
2014
Q2 | $167K | Hold |
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|
2014
Q1 | $165K | Buy |
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