Lenox Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$8K	Sell	98 -738	-88%	-$65.5K	﹤0.01%	523
2021 Q4	$78K	Buy	836 +428	+105%	+$40.1K	0.01%	200
2021 Q3	$39K	Buy	408 +24	+6%	+$2.29K	0.01%	268
2021 Q2	$37K	Hold	384	–	–	﹤0.01%	275
2021 Q1	$36K	Hold	384	–	–	﹤0.01%	230
2020 Q4	$37K	Hold	384	–	–	0.01%	226
2020 Q3	$37K	Hold	384	–	–	0.01%	198
2020 Q2	$37K	Sell	384 -5,605	-94%	-$516K	0.01%	194
2020 Q1	$522K	Hold	5,989	–	–	0.1%	39
2019 Q4	$547K	Hold	5,989	–	–	0.09%	43
2019 Q3	$546K	Buy	5,989 +5,605	+1,460%	+$508K	0.09%	38
2019 Q2	$35K	Sell	384 -141	-27%	-$12.3K	0.01%	168
2019 Q1	$46K	Sell	525 -47	-8%	-$3.98K	0.01%	135
2018 Q4	$47K	Sell	572 -1,017	-64%	-$83.8K	0.01%	129
2018 Q3	$133K	Buy	1,589 +763	+92%	+$63.9K	0.03%	91
2018 Q2	$69K	Sell	826 -150	-15%	-$12.5K	0.02%	110
2018 Q1	$83K	Buy	976 +850	+675%	+$72.6K	0.02%	117
2017 Q4	$11K	Buy	+126	New	+$11K	﹤0.01%	168
2016 Q4	–	Sell	-270	Closed	-$24K	–	185
2016 Q3	$24K	Buy	+270	New	+$24.2K	0.01%	128

Other funds holding VCIT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 88% in Q1 2022, selling an estimated $65.5K and leaving 98 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Lenox Wealth Advisors first reported a position in VCIT in Q3 2016 and has held it in 19 quarters since. The position peaked at $547K in Q4 2019. 898 funds tracked by Wall St. Rank hold VCIT as of Q1 2022.

Lenox Wealth Advisors held 98 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $8K as of Q1 2022.
Lenox Wealth Advisors sold 738 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2022, an estimated $65.5K.
Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #523 holding.
Lenox Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q3 2016 and has held it in 19 quarters since.
Lenox Wealth Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $547K in Q4 2019.
898 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2022.

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