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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$76K	Buy	+500	New	+$74.4K	0.01%	194

Other funds holding VOOV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

HCM

HM Capital Management Clayton, Missouri $167M AUM 9.14% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

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

Lenox Wealth Advisors opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2022: 500 shares worth $76K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings.

244 funds tracked by Wall St. Rank hold VOOV as of Q1 2022.

Lenox Wealth Advisors held 500 shares of Vanguard S&P 500 Value ETF worth $76K as of Q1 2022.
Vanguard S&P 500 Value ETF was a new Lenox Wealth Advisors position in Q1 2022.
Vanguard S&P 500 Value ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #194 holding.
244 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2022.

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