Lenox Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-91	Closed	-$16K	–	762
2020 Q4	$16K	Hold	91	–	–	﹤0.01%	353
2020 Q3	$15K	Hold	91	–	–	﹤0.01%	331
2020 Q2	$14K	Buy	+91	New	+$13.5K	﹤0.01%	339
2016 Q4	–	Sell	-569	Closed	-$78K	–	186
2016 Q3	$78K	Hold	569	–	–	0.02%	61
2016 Q2	$80K	Hold	569	–	–	0.02%	62
2016 Q1	$77K	Hold	569	–	–	0.02%	65
2015 Q4	$73K	Buy	+569	New	+$72.6K	0.02%	65

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lenox Wealth Advisors's VDC Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2021, closing a stake of 91 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in VDC in Q4 2015 and held it in 7 quarters. The position peaked at $80K in Q2 2016. 400 funds tracked by Wall St. Rank hold VDC as of Q1 2021.

Lenox Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 91 Vanguard Consumer Staples ETF shares in Q1 2021, an estimated $16K.
Lenox Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and held it in 7 quarters.
Lenox Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $80K in Q2 2016.
400 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.