Lenox Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$38K	Hold	652	–	–	﹤0.01%	277
2021 Q4	$42K	Hold	652	–	–	0.01%	284
2021 Q3	$39K	Hold	652	–	–	0.01%	269
2021 Q2	$39K	Sell	652 -220	-25%	-$12.8K	0.01%	267
2021 Q1	$48K	Buy	872 +220	+34%	+$11.9K	0.01%	194
2020 Q4	$34K	Hold	652	–	–	﹤0.01%	242
2020 Q3	$29K	Hold	652	–	–	﹤0.01%	234
2020 Q2	$27K	Hold	652	–	–	﹤0.01%	248
2020 Q1	$21K	Hold	652	–	–	﹤0.01%	256
2019 Q4	$29K	Hold	652	–	–	﹤0.01%	266
2019 Q3	$27K	Buy	+652	New	+$27.2K	﹤0.01%	240
2018 Q3	–	Sell	-228	Closed	-$9K	–	521
2018 Q2	$9K	Hold	228	–	–	﹤0.01%	389
2018 Q1	$9K	Hold	228	–	–	﹤0.01%	372
2017 Q4	$9K	Hold	228	–	–	﹤0.01%	177
2017 Q3	$8K	Hold	228	–	–	﹤0.01%	73
2017 Q2	$8K	Sell	228 -408	-64%	-$14.4K	﹤0.01%	86
2017 Q1	$22K	Buy	+636	New	+$21.9K	0.01%	62
2015 Q2	–	Sell	-300	Closed	-$10K	–	331
2015 Q1	$10K	Buy	+300	New	+$9.43K	﹤0.01%	163

Other funds holding VO

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q1 2022 at 652 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Lenox Wealth Advisors first reported a position in VO in Q1 2015 and has held it in 18 quarters since. The position peaked at $48K in Q1 2021. 1,573 funds tracked by Wall St. Rank hold VO as of Q1 2022.

Lenox Wealth Advisors held 652 shares of Vanguard Morningstar Mid-Cap ETF worth $38K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q1 2022.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #277 holding.
Lenox Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 18 quarters since.
Lenox Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $48K in Q1 2021.
1,573 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2022.

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