Lenox Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$321K	Hold	1,430	–	–	0.04%	84
2021 Q4	$345K	Buy	1,430 +228	+19%	+$53.8K	0.04%	80
2021 Q3	$267K	Sell	1,202 -846	-41%	-$193K	0.03%	85
2021 Q2	$456K	Hold	2,048	–	–	0.06%	71
2021 Q1	$423K	Buy	2,048 +846	+70%	+$171K	0.06%	58
2020 Q4	$234K	Hold	1,202	–	–	0.03%	79
2020 Q3	$205K	Buy	1,202 +510	+74%	+$85.8K	0.03%	76
2020 Q2	$108K	Hold	692	–	–	0.02%	99
2020 Q1	$89K	Sell	692 -29,468	-98%	-$4.56M	0.02%	98
2019 Q4	$4.93M	Buy	30,160 +1,313	+5%	+$206K	0.77%	15
2019 Q3	$4.36M	Buy	28,847 +28,275	+4,943%	+$4.26M	0.73%	15
2019 Q2	$86K	Hold	572	–	–	0.02%	119
2019 Q1	$83K	Hold	572	–	–	0.02%	110
2018 Q4	$73K	Hold	572	–	–	0.02%	109
2018 Q3	$86K	Sell	572 -18	-3%	-$2.65K	0.02%	107
2018 Q2	$83K	Buy	590 +18	+3%	+$2.51K	0.02%	98
2018 Q1	$78K	Buy	572 +6	+1%	+$841	0.02%	125
2017 Q4	$78K	Hold	566	–	–	0.02%	83
2017 Q3	$73K	Hold	566	–	–	0.02%	45
2017 Q2	$70K	Hold	566	–	–	0.02%	46
2017 Q1	$69K	Sell	566 -302	-35%	-$36.2K	0.02%	42
2016 Q4	$100K	Buy	868 +302	+53%	+$34K	0.03%	38
2016 Q3	$63K	Hold	566	–	–	0.02%	74
2016 Q2	$61K	Hold	566	–	–	0.02%	79
2016 Q1	$59K	Buy	566 +318	+128%	+$31.5K	0.02%	79
2015 Q4	$26K	Buy	+248	New	+$26.1K	0.01%	122

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2022 at 1,430 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #84.

Lenox Wealth Advisors first reported a position in VTI in Q4 2015 and has held it in 26 quarters since. The position peaked at $4.93M in Q4 2019. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Lenox Wealth Advisors held 1,430 shares of Vanguard Morningstar Total Stock Market ETF worth $321K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2022.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Lenox Wealth Advisors's portfolio in Q1 2022, its #84 holding.
Lenox Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 26 quarters since.
Lenox Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $4.93M in Q4 2019.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

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