Lenox Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$9K	Buy	+144	New	+$8.65K	﹤0.01%	504
2019 Q1	–	Sell	-13	Closed	-$1K	–	628
2018 Q4	$1K	Sell	13 -35	-73%	-$2.09K	﹤0.01%	364
2018 Q3	$3K	Hold	48	–	–	﹤0.01%	346
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	485
2018 Q1	$3K	Buy	48 +35	+269%	+$2.1K	﹤0.01%	451
2017 Q4	$1K	Buy	+13	New	+$786	﹤0.01%	372

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022: 144 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in VGSH as recently as Q4 2018.

Lenox Wealth Advisors first reported a position in VGSH in Q4 2017 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

Lenox Wealth Advisors held 144 shares of Vanguard Short-Term Treasury ETF worth $9K as of Q1 2022.
Vanguard Short-Term Treasury ETF was a new Lenox Wealth Advisors position in Q1 2022.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #504 holding.
Lenox Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and has held it in 6 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

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