LWA
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Lenox Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Lenox Wealth Advisors’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-110
Closed -$15K – 1001
2021
Q4 		$15K Hold
110
– – ﹤0.01% 452
2021
Q3 		$15K Buy
+110
New +$16K ﹤0.01% 413

Other funds holding VOX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2022, closing a stake of 110 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in VOX in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 334 funds tracked by Wall St. Rank hold VOX as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 110 Vanguard Communication Services ETF shares in Q1 2022, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q3 2021 and held it in 2 quarters.
  • Lenox Wealth Advisors's Vanguard Communication Services ETF position peaked at $15K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2022.

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