Lenox Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.51M	Buy	31,736 +10,291	+48%	+$501K	0.19%	37
2021 Q4	$1.09M	Buy	21,445 +1,938	+10%	+$99.5K	0.13%	44
2021 Q3	$985K	Buy	19,507 +60	+0.3%	+$3.12K	0.13%	45
2021 Q2	$1M	Sell	19,447 -256	-1%	-$13.2K	0.13%	45
2021 Q1	$968K	Buy	19,703 +1,202	+6%	+$58.7K	0.13%	34
2020 Q4	$873K	Buy	18,501 +134	+0.7%	+$5.89K	0.12%	37
2020 Q3	$751K	Buy	18,367 +628	+4%	+$25.8K	0.11%	38
2020 Q2	$688K	Buy	17,739 +11	+0.1%	+$402	0.11%	35
2020 Q1	$591K	Sell	17,728 -15,369	-46%	-$617K	0.11%	36
2019 Q4	$1.46M	Sell	33,097 -2,401	-7%	-$102K	0.23%	28
2019 Q3	$1.46M	Sell	35,498 -18,776	-35%	-$767K	0.24%	25
2019 Q2	$2.26M	Sell	54,274 -12,332	-19%	-$508K	0.4%	21
2019 Q1	$2.72M	Sell	66,606 -23,454	-26%	-$937K	0.51%	17
2018 Q4	$3.34M	Buy	90,060 +30,505	+51%	+$1.21M	0.71%	14
2018 Q3	$2.58M	Sell	59,555 -2,812	-5%	-$121K	0.52%	17
2018 Q2	$2.68M	Sell	62,367 -12,503	-17%	-$557K	0.59%	14
2018 Q1	$3.31M	Buy	74,870 +54,505	+268%	+$2.47M	0.77%	13
2017 Q4	$914K	Buy	20,365 +18,795	+1,197%	+$830K	0.26%	14
2017 Q3	$68K	Buy	+1,570	New	+$66.6K	0.02%	47
2015 Q4	–	Sell	-667	Closed	-$24K	–	560
2015 Q3	$24K	Buy	+667	New	+$25.6K	0.01%	125
2015 Q2	–	Sell	-361	Closed	-$14K	–	329
2015 Q1	$14K	Buy	+361	New	+$14.1K	0.01%	145

Other funds holding VEA

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 48% in Q1 2022, buying an estimated $501K and bringing the position to 31,736 shares worth $1.51M. The position accounts for 0.19% of the portfolio, ranked #37.

Lenox Wealth Advisors first reported a position in VEA in Q1 2015 and has held it in 21 quarters since. The position peaked at $3.34M in Q4 2018. 1,821 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

Lenox Wealth Advisors held 31,736 shares of Vanguard FTSE Developed Markets ETF worth $1.51M as of Q1 2022.
Lenox Wealth Advisors bought 10,291 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $501K.
Vanguard FTSE Developed Markets ETF made up 0.19% of Lenox Wealth Advisors's portfolio in Q1 2022, its #37 holding.
Lenox Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2015 and has held it in 21 quarters since.
Lenox Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $3.34M in Q4 2018.
1,821 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

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