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Lenox Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Lenox Wealth Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8
Closed -$1K – 579
2019
Q1 		$1K Hold
8
– – ﹤0.01% 589
2018
Q4 		$0 Hold
8
– – ﹤0.01% 397
2018
Q3 		$1K Hold
8
– – ﹤0.01% 394
2018
Q2 		$1K Buy
+8
New +$552 ﹤0.01% 529

Other funds holding VIOV

ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in VIOV in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 65 funds tracked by Wall St. Rank hold VIOV as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 8 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2019, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 4 quarters.
  • Lenox Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1K in Q1 2019.
  • 65 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2019.

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