Lenox Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$51K	Hold	172	–	–	0.01%	249
2021 Q4	$59K	Hold	172	–	–	0.01%	235
2021 Q3	$53K	Hold	172	–	–	0.01%	226
2021 Q2	$54K	Hold	172	–	–	0.01%	225
2021 Q1	$51K	Hold	172	–	–	0.01%	188
2020 Q4	$47K	Hold	172	–	–	0.01%	194
2020 Q3	$40K	Hold	172	–	–	0.01%	187
2020 Q2	$34K	Hold	172	–	–	0.01%	205
2020 Q1	$25K	Hold	172	–	–	﹤0.01%	227
2019 Q4	$33K	Hold	172	–	–	0.01%	241
2019 Q3	$31K	Hold	172	–	–	0.01%	219
2019 Q2	$31K	Hold	172	–	–	0.01%	181
2019 Q1	$30K	Hold	172	–	–	0.01%	174
2018 Q4	$26K	Hold	172	–	–	0.01%	178
2018 Q3	$31K	Hold	172	–	–	0.01%	176
2018 Q2	$29K	Buy	+172	New	+$28.4K	0.01%	201

Other funds holding VCR

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2022 at 172 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #249.

Lenox Wealth Advisors first reported a position in VCR in Q2 2018 and has held it in 16 quarters since. The position peaked at $59K in Q4 2021. 414 funds tracked by Wall St. Rank hold VCR as of Q1 2022.

Lenox Wealth Advisors held 172 shares of Vanguard Consumer Discretionary ETF worth $51K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2022.
Vanguard Consumer Discretionary ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #249 holding.
Lenox Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $59K in Q4 2021.
414 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2022.

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