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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$188K	Hold	4,200	–	–	0.02%	115
2021 Q4	$211K	Hold	4,200	–	–	0.03%	109
2021 Q3	$187K	Hold	4,200	–	–	0.02%	109
2021 Q2	$184K	Hold	4,200	–	–	0.02%	108
2021 Q1	$164K	Hold	4,200	–	–	0.02%	98
2020 Q4	$161K	Hold	4,200	–	–	0.02%	99
2020 Q3	$146K	Hold	4,200	–	–	0.02%	95
2020 Q2	$131K	Hold	4,200	–	–	0.02%	91
2020 Q1	$104K	Hold	4,200	–	–	0.02%	93
2019 Q4	$122K	Hold	4,200	–	–	0.02%	109
2019 Q3	$113K	Hold	4,200	–	–	0.02%	106
2019 Q2	$113K	Hold	4,200	–	–	0.02%	105
2019 Q1	$108K	Hold	4,200	–	–	0.02%	102
2018 Q4	$95K	Hold	4,200	–	–	0.02%	102
2018 Q3	$111K	Hold	4,200	–	–	0.02%	99
2018 Q2	$102K	Hold	4,200	–	–	0.02%	82
2018 Q1	$97K	Hold	4,200	–	–	0.02%	104
2017 Q4	$96K	Buy	+4,200	New	+$93.9K	0.03%	73

Other funds holding VOOG

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2022 at 4,200 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #115.

Lenox Wealth Advisors first reported a position in VOOG in Q4 2017 and has held it in 18 quarters since. The position peaked at $211K in Q4 2021. 326 funds tracked by Wall St. Rank hold VOOG as of Q1 2022.

Lenox Wealth Advisors held 4,200 shares of Vanguard S&P 500 Growth ETF worth $188K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2022.
Vanguard S&P 500 Growth ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #115 holding.
Lenox Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $211K in Q4 2021.
326 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2022.

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