LWA
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Lenox Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Lenox Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,506
Closed -$167K – 189
2016
Q3 		$167K Hold
1,506
– – 0.05% 39
2016
Q2 		$160K Hold
1,506
– – 0.05% 43
2016
Q1 		$158K Hold
1,506
– – 0.05% 43
2015
Q4 		$152K Buy
+1,506
New +$152K 0.05% 44