Lenox Wealth Advisors’s Volshares Large Cap ETF VSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$17K	Hold	444	–	–	﹤0.01%	406
2021 Q4	$19K	Hold	444	–	–	﹤0.01%	414
2021 Q3	$18K	Hold	444	–	–	﹤0.01%	384
2021 Q2	$19K	Hold	444	–	–	﹤0.01%	375
2021 Q1	$18K	Hold	444	–	–	﹤0.01%	334
2020 Q4	$16K	Hold	444	–	–	﹤0.01%	355
2020 Q3	$15K	Hold	444	–	–	﹤0.01%	333
2020 Q2	$14K	Hold	444	–	–	﹤0.01%	341
2020 Q1	$10K	Buy	+444	New	+$12.7K	﹤0.01%	351

Other funds holding VSL

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its Volshares Large Cap ETF (VSL) position steady in Q1 2022 at 444 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Lenox Wealth Advisors first reported a position in VSL in Q1 2020 and has held it in 9 quarters since. The position peaked at $19K in Q4 2021. 6 funds tracked by Wall St. Rank hold VSL as of Q1 2022.

Lenox Wealth Advisors held 444 shares of Volshares Large Cap ETF worth $17K as of Q1 2022.
Lenox Wealth Advisors left its Volshares Large Cap ETF share count unchanged in Q1 2022.
Volshares Large Cap ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #406 holding.
Lenox Wealth Advisors first reported a position in Volshares Large Cap ETF in Q1 2020 and has held it in 9 quarters since.
Lenox Wealth Advisors's Volshares Large Cap ETF position peaked at $19K in Q4 2021.
6 funds tracked by Wall St. Rank held Volshares Large Cap ETF as of Q1 2022.

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