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Lenox Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Lenox Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$2.05M Buy
18,634
+95
+0.5% +$10.1K 0.26% 29
2021
Q4 		$2.15M Buy
18,539
+1,465
+9% +$160K 0.26% 31
2021
Q3 		$1.74M Buy
17,074
+461
+3% +$48.9K 0.22% 30
2021
Q2 		$1.69M Sell
16,613
-62
-0.4% -$6.15K 0.22% 31
2021
Q1 		$1.53M Buy
16,675
+140
+0.8% +$12.3K 0.21% 26
2020
Q4 		$1.4M Sell
16,535
-4,054
-20% -$336K 0.2% 28
2020
Q3 		$1.63M Buy
20,589
+5,048
+32% +$405K 0.24% 26
2020
Q2 		$1.22M Sell
15,541
-2,491
-14% -$189K 0.19% 27
2020
Q1 		$1.26M Buy
18,032
+352
+2% +$30.9K 0.24% 26
2019
Q4 		$1.64M Buy
17,680
+1,909
+12% +$177K 0.26% 26
2019
Q3 		$1.47M Buy
15,771
+5,534
+54% +$502K 0.25% 24
2019
Q2 		$895K Buy
10,237
+1,255
+14% +$110K 0.16% 30
2019
Q1 		$781K Buy
8,982
+5,440
+154% +$449K 0.15% 30
2018
Q4 		$264K Buy
3,542
+2,543
+255% +$200K 0.06% 54
2018
Q3 		$81K Buy
+999
New +$82.3K 0.02% 112
2016
Q2 		– Sell
-73
Closed -$6K – 261
2016
Q1 		$6K Buy
+73
New +$5.68K ﹤0.01% 186
2015
Q4 		– Sell
-230
Closed -$17K – 563
2015
Q3 		$17K Buy
+230
New +$17.7K 0.01% 149
2015
Q2 		– Sell
-52
Closed -$4K – 330
2015
Q1 		$4K Sell
52
-45
-46% -$3.82K ﹤0.01% 265
2014
Q4 		$8K Sell
97
-76,197
-100% -$5.98M ﹤0.01% 188
2014
Q3 		$5.48M Buy
+76,294
New +$5.76M 2.43% 8
2014
Q1 		– Sell
-55,206
Closed -$3.56M – 337
2013
Q4 		$3.56M Sell
55,206
-43,399
-44% -$2.9M 2.5% 6
2013
Q3 		$6.52M Sell
98,605
-5,755
-6% -$391K 6.09% 4
2013
Q2 		$7.17M Buy
+104,360
New +$7.58M 8.08% 4

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lenox Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.51% in Q1 2022, buying an estimated $10.1K and bringing the position to 18,634 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #29.

Lenox Wealth Advisors first reported a position in VNQ in Q2 2013 and has held it in 23 quarters since. The position peaked at $7.17M in Q2 2013. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Lenox Wealth Advisors held 18,634 shares of Vanguard Real Estate ETF worth $2.05M as of Q1 2022.
  • Lenox Wealth Advisors bought 95 Vanguard Real Estate ETF shares in Q1 2022, an estimated $10.1K.
  • Vanguard Real Estate ETF made up 0.26% of Lenox Wealth Advisors's portfolio in Q1 2022, its #29 holding.
  • Lenox Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 23 quarters since.
  • Lenox Wealth Advisors's Vanguard Real Estate ETF position peaked at $7.17M in Q2 2013.
  • 1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

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