Lenox Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1	Closed	–	–	578
2019 Q1	$0	Hold	1	–	–	﹤0.01%	629
2018 Q4	$0	Hold	1	–	–	﹤0.01%	396
2018 Q3	$0	Hold	1	–	–	﹤0.01%	518
2018 Q2	$0	Buy	+1	New	+$157	﹤0.01%	650
2016 Q2	–	Sell	-45	Closed	-$6K	–	258
2016 Q1	$6K	Buy	+45	New	+$5.47K	﹤0.01%	184

Other funds holding VHT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

BCMIO

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

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lenox Wealth Advisors's VHT Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in VHT in Q1 2016 and held it in 5 quarters. The position peaked at $6K in Q1 2016. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

Lenox Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 1 Vanguard Health Care ETF share in Q2 2019.
Lenox Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2016 and held it in 5 quarters.
Lenox Wealth Advisors's Vanguard Health Care ETF position peaked at $6K in Q1 2016.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.