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Lenox Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lenox Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$3K Hold
15
– – ﹤0.01% 625
2021
Q4 		$3K Hold
15
– – ﹤0.01% 683
2021
Q3 		$3K Sell
15
-7
-32% -$1.56K ﹤0.01% 611
2021
Q2 		$5K Hold
22
– – ﹤0.01% 568
2021
Q1 		$5K Buy
22
+4
+22% +$843 ﹤0.01% 516
2020
Q4 		$4K Buy
18
+15
+500% +$2.65K ﹤0.01% 539
2020
Q3 		$0 Hold
3
– – ﹤0.01% 648
2020
Q2 		$0 Hold
3
– – ﹤0.01% 794
2020
Q1 		$0 Sell
3
-35
-92% -$5.26K ﹤0.01% 930
2019
Q4 		$6K Buy
+38
New +$6.05K ﹤0.01% 467
2019
Q3 		– Sell
-332
Closed -$52K – 645
2019
Q2 		$52K Sell
332
-1,096
-77% -$169K 0.01% 144
2019
Q1 		$218K Sell
1,428
-23
-2% -$3.42K 0.04% 64
2018
Q4 		$192K Buy
1,451
+21
+1% +$3.06K 0.04% 65
2018
Q3 		$232K Hold
1,430
– – 0.05% 68
2018
Q2 		$223K Hold
1,430
– – 0.05% 51
2018
Q1 		$210K Hold
1,430
– – 0.05% 54
2017
Q4 		$211K Buy
1,430
+154
+12% +$22.3K 0.06% 41
2017
Q3 		$180K Buy
1,276
+180
+16% +$24.5K 0.06% 30
2017
Q2 		$149K Hold
1,096
– – 0.05% 27
2017
Q1 		$146K Hold
1,096
– – 0.04% 29
2016
Q4 		$141K Hold
1,096
– – 0.05% 31
2016
Q3 		$134K Hold
1,096
– – 0.04% 43
2016
Q2 		$127K Sell
1,096
-69
-6% -$7.84K 0.04% 49
2016
Q1 		$130K Hold
1,165
– – 0.04% 49
2015
Q4 		$129K Hold
1,165
– – 0.04% 46
2015
Q3 		$126K Sell
1,165
-350
-23% -$40.9K 0.04% 42
2015
Q2 		$184K Sell
1,515
-8
-0.5% -$983 0.08% 32
2015
Q1 		$187K Buy
1,523
+77
+5% +$9.12K 0.08% 36
2014
Q4 		$169K Hold
1,446
– – 0.07% 36
2014
Q3 		$160K Hold
1,446
– – 0.07% 32
2014
Q2 		$167K Hold
1,446
– – 0.08% 21
2014
Q1 		$165K Buy
+1,446
New +$160K 0.1% 22

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2022 at 15 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Lenox Wealth Advisors first reported a position in VB in Q1 2014 and has held it in 32 quarters since. The position peaked at $232K in Q3 2018. 1,598 funds tracked by Wall St. Rank hold VB as of Q1 2022.

  • Lenox Wealth Advisors held 15 shares of Vanguard Morningstar Small-Cap ETF worth $3K as of Q1 2022.
  • Lenox Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2022.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #625 holding.
  • Lenox Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 32 quarters since.
  • Lenox Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $232K in Q3 2018.
  • 1,598 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2022.

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