Lenox Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$6K	Hold	71	–	–	﹤0.01%	551
2021 Q4	$6K	Hold	71	–	–	﹤0.01%	584
2021 Q3	$6K	Sell	71 -364	-84%	-$30.1K	﹤0.01%	537
2021 Q2	$36K	Buy	435 +1	+0.2%	+$83	﹤0.01%	281
2021 Q1	$36K	Buy	434 +1	+0.2%	+$83	﹤0.01%	231
2020 Q4	$36K	Sell	433 -169	-28%	-$14K	0.01%	232
2020 Q3	$50K	Buy	602 +3	+0.5%	+$249	0.01%	163
2020 Q2	$50K	Sell	599 -43,975	-99%	-$3.58M	0.01%	164
2020 Q1	$3.53M	Sell	44,574 -49,310	-53%	-$3.97M	0.66%	19
2019 Q4	$7.61M	Buy	93,884 +3,143	+3%	+$255K	1.18%	14
2019 Q3	$7.36M	Buy	90,741 +46,612	+106%	+$3.77M	1.23%	14
2019 Q2	$3.56M	Buy	44,129 +2,492	+6%	+$199K	0.62%	15
2019 Q1	$3.32M	Buy	41,637 +2,437	+6%	+$192K	0.62%	15
2018 Q4	$3.06M	Buy	39,200 +39,065	+28,937%	+$3.04M	0.65%	16
2018 Q3	$11K	Hold	135	–	–	﹤0.01%	277
2018 Q2	$11K	Sell	135 -834	-86%	-$65.1K	﹤0.01%	346
2018 Q1	$76K	Sell	969 -918	-49%	-$72.3K	0.02%	127
2017 Q4	$150K	Buy	+1,887	New	+$150K	0.04%	56
2014 Q1	–	Sell	-505	Closed	-$40K	–	333
2013 Q4	$40K	Buy	+505	New	+$40.4K	0.03%	76

Other funds holding VCSH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MYLI

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q1 2022 at 71 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Lenox Wealth Advisors first reported a position in VCSH in Q4 2013 and has held it in 19 quarters since. The position peaked at $7.61M in Q4 2019. 1,257 funds tracked by Wall St. Rank hold VCSH as of Q1 2022.

Lenox Wealth Advisors held 71 shares of Vanguard Short-Term Corporate Bond ETF worth $6K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q1 2022.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #551 holding.
Lenox Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $7.61M in Q4 2019.
1,257 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2022.

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