Lenox Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$31K	Hold	193	–	–	﹤0.01%	320
2021 Q4	$33K	Buy	193 +12	+7%	+$1.98K	﹤0.01%	323
2021 Q3	$28K	Hold	181	–	–	﹤0.01%	312
2021 Q2	$28K	Sell	181 -49	-21%	-$7.52K	﹤0.01%	313
2021 Q1	$34K	Buy	230 +49	+27%	+$6.97K	﹤0.01%	238
2020 Q4	$26K	Buy	181 +51	+39%	+$6.91K	﹤0.01%	276
2020 Q3	$17K	Buy	+130	New	+$16.4K	﹤0.01%	312
2020 Q1	–	Sell	-1,487	Closed	-$185K	–	934
2019 Q4	$185K	Buy	+1,487	New	+$180K	0.03%	87
2019 Q1	–	Sell	-593	Closed	-$58K	–	630
2018 Q4	$58K	Hold	593	–	–	0.01%	121
2018 Q3	$66K	Hold	593	–	–	0.01%	118
2018 Q2	$60K	Sell	593 -70	-11%	-$7.13K	0.01%	123
2018 Q1	$67K	Buy	+663	New	+$68.7K	0.02%	140
2017 Q4	–	Sell	-58	Closed	-$5K	–	460
2017 Q3	$5K	Buy	+58	New	+$5.41K	﹤0.01%	82
2016 Q2	–	Sell	-1,620	Closed	-$132K	–	259
2016 Q1	$132K	Buy	+1,620	New	+$124K	0.04%	48

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2022 at 193 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Lenox Wealth Advisors first reported a position in VIG in Q1 2016 and has held it in 14 quarters since. The position peaked at $185K in Q4 2019. 1,721 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Lenox Wealth Advisors held 193 shares of Vanguard Dividend Appreciation ETF worth $31K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2022.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #320 holding.
Lenox Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 14 quarters since.
Lenox Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $185K in Q4 2019.
1,721 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

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