Lenox Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	738
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	924
2021 Q3	$1K	Buy	+16	New	+$1.43K	﹤0.01%	696
2020 Q1	–	Sell	-570	Closed	-$38K	–	941
2019 Q4	$38K	Buy	+570	New	+$36.2K	0.01%	215

Other funds holding VTWO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Russell 2000 ETF (VTWO) position steady in Q1 2022 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Lenox Wealth Advisors first reported a position in VTWO in Q4 2019 and has held it in 4 quarters since. The position peaked at $38K in Q4 2019. 399 funds tracked by Wall St. Rank hold VTWO as of Q1 2022.

Lenox Wealth Advisors held 16 shares of Vanguard Russell 2000 ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Russell 2000 ETF share count unchanged in Q1 2022.
Vanguard Russell 2000 ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #738 holding.
Lenox Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2019 and has held it in 4 quarters since.
Lenox Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $38K in Q4 2019.
399 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2022.

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