Lenox Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$105K	Hold	511	–	–	0.01%	166
2021 Q4	$113K	Hold	511	–	–	0.01%	159
2021 Q3	$103K	Hold	511	–	–	0.01%	155
2021 Q2	$103K	Hold	511	–	–	0.01%	155
2021 Q1	$95K	Hold	511	–	–	0.01%	133
2020 Q4	$90K	Buy	511 +49	+11%	+$8.14K	0.01%	130
2020 Q3	$72K	Hold	462	–	–	0.01%	132
2020 Q2	$66K	Hold	462	–	–	0.01%	133
2020 Q1	$55K	Sell	462 -135	-23%	-$19K	0.01%	126
2019 Q4	$88K	Buy	597 +135	+29%	+$19.1K	0.01%	123
2019 Q3	$63K	Buy	+462	New	+$62.7K	0.01%	139
2019 Q1	–	Sell	-358	Closed	-$41K	–	631
2018 Q4	$41K	Buy	358 +169	+89%	+$20.9K	0.01%	133
2018 Q3	$25K	Buy	+189	New	+$24.8K	0.01%	193
2017 Q4	–	Sell	-3	Closed	–	–	461
2017 Q3	$0	Buy	+3	New	+$340	﹤0.01%	287

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lenox Wealth Advisors held its Vanguard Large-Cap ETF (VV) position steady in Q1 2022 at 511 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #166.

Lenox Wealth Advisors first reported a position in VV in Q3 2017 and has held it in 14 quarters since. The position peaked at $113K in Q4 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Lenox Wealth Advisors held 511 shares of Vanguard Large-Cap ETF worth $105K as of Q1 2022.
Lenox Wealth Advisors left its Vanguard Large-Cap ETF share count unchanged in Q1 2022.
Vanguard Large-Cap ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #166 holding.
Lenox Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q3 2017 and has held it in 14 quarters since.
Lenox Wealth Advisors's Vanguard Large-Cap ETF position peaked at $113K in Q4 2021.
865 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2022.

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