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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return