Lenox Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$33K	Sell	639 -215	-25%	-$11.4K	﹤0.01%	303
2021 Q4	$47K	Buy	854 +15	+2%	+$822	0.01%	268
2021 Q3	$46K	Hold	839	–	–	0.01%	245
2021 Q2	$46K	Hold	839	–	–	0.01%	245
2021 Q1	$46K	Hold	839	–	–	0.01%	201
2020 Q4	$46K	Buy	+839	New	+$45.8K	0.01%	197
2020 Q1	–	Sell	-556	Closed	-$30K	–	938
2019 Q4	$30K	Buy	+556	New	+$29.8K	﹤0.01%	258

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q1 2022, selling an estimated $11.4K and leaving 639 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Lenox Wealth Advisors first reported a position in VTEB in Q4 2019 and has held it in 7 quarters since. The position peaked at $47K in Q4 2021. 734 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Lenox Wealth Advisors held 639 shares of Vanguard Tax-Exempt Bond Index Fund worth $33K as of Q1 2022.
Lenox Wealth Advisors sold 215 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $11.4K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #303 holding.
Lenox Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $47K in Q4 2021.
734 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

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