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Lenox Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lenox Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$107K Hold
260
– – 0.01% 164
2021
Q4 		$114K Buy
260
+10
+4% +$4.22K 0.01% 157
2021
Q3 		$99K Hold
250
– – 0.01% 157
2021
Q2 		$98K Hold
250
– – 0.01% 160
2021
Q1 		$91K Hold
250
– – 0.01% 137
2020
Q4 		$86K Buy
250
+50
+25% +$16.3K 0.01% 135
2020
Q3 		$62K Hold
200
– – 0.01% 144
2020
Q2 		$57K Hold
200
– – 0.01% 149
2020
Q1 		$47K Sell
200
-8
-4% -$2.24K 0.01% 145
2019
Q4 		$62K Buy
208
+8
+4% +$2.26K 0.01% 154
2019
Q3 		$55K Sell
200
-1,046
-84% -$284K 0.01% 150
2019
Q2 		$335K Sell
1,246
-864
-41% -$229K 0.06% 53
2019
Q1 		$548K Buy
2,110
+560
+36% +$140K 0.1% 35
2018
Q4 		$356K Sell
1,550
-255
-14% -$63.2K 0.08% 45
2018
Q3 		$482K Sell
1,805
-55
-3% -$14.4K 0.1% 34
2018
Q2 		$464K Buy
1,860
+525
+39% +$130K 0.1% 29
2018
Q1 		$323K Buy
1,335
+135
+11% +$33.9K 0.08% 41
2017
Q4 		$294K Sell
1,200
-21
-2% -$5.02K 0.08% 25
2017
Q3 		$282K Sell
1,221
-49
-4% -$11.1K 0.09% 23
2017
Q2 		$282K Buy
1,270
+70
+6% +$15.4K 0.09% 20
2017
Q1 		$260K Hold
1,200
– – 0.08% 21
2016
Q4 		$246K Hold
1,200
– – 0.08% 22
2016
Q3 		$238K Hold
1,200
– – 0.07% 28
2016
Q2 		$231K Hold
1,200
– – 0.07% 32
2016
Q1 		$226K Hold
1,200
– – 0.07% 32
2015
Q4 		$224K Buy
+1,200
New +$226K 0.07% 31

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2022 at 260 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #164.

Lenox Wealth Advisors first reported a position in VOO in Q4 2015 and has held it in 26 quarters since. The position peaked at $548K in Q1 2019. 2,129 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Lenox Wealth Advisors held 260 shares of Vanguard S&P 500 ETF worth $107K as of Q1 2022.
  • Lenox Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2022.
  • Vanguard S&P 500 ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #164 holding.
  • Lenox Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 26 quarters since.
  • Lenox Wealth Advisors's Vanguard S&P 500 ETF position peaked at $548K in Q1 2019.
  • 2,129 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

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