Lenox Wealth Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$80K	Buy	1,600 +600	+60%	+$30.8K	0.01%	188
2021 Q4	$57K	Hold	1,000	–	–	0.01%	243
2021 Q3	$50K	Buy	+1,000	New	+$51.8K	0.01%	234
2016 Q4	–	Sell	-9,928	Closed	-$149K	–	188
2016 Q3	$149K	Hold	9,928	–	–	0.04%	42
2016 Q2	$133K	Hold	9,928	–	–	0.04%	45
2016 Q1	$136K	Hold	9,928	–	–	0.04%	47
2015 Q4	$134K	Buy	+9,928	New	+$135K	0.04%	45

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors increased its Vanguard Information Technology ETF (VGT) stake by 60% in Q1 2022, buying an estimated $30.8K and bringing the position to 1,600 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #188.

Lenox Wealth Advisors first reported a position in VGT in Q4 2015 and has held it in 7 quarters since. The position peaked at $149K in Q3 2016. 1,188 funds tracked by Wall St. Rank hold VGT as of Q1 2022.

Lenox Wealth Advisors held 1,600 shares of Vanguard Information Technology ETF worth $80K as of Q1 2022.
Lenox Wealth Advisors bought 600 Vanguard Information Technology ETF shares in Q1 2022, an estimated $30.8K.
Vanguard Information Technology ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #188 holding.
Lenox Wealth Advisors first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 7 quarters since.
Lenox Wealth Advisors's Vanguard Information Technology ETF position peaked at $149K in Q3 2016.
1,188 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2022.

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