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Lenox Wealth Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Lenox Wealth Advisors’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-79
Closed -$6K – 942
2019
Q4 		$6K Buy
+79
New +$6.35K ﹤0.01% 468

Other funds holding VWOB

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SMDAM
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lenox Wealth Advisors's VWOB Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q1 2020, closing a stake of 79 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in VWOB in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 167 funds tracked by Wall St. Rank hold VWOB as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 79 Vanguard Emerging Markets Government Bond ETF shares in Q1 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Vanguard Emerging Markets Government Bond ETF position peaked at $6K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.