Lenox Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$3.44M	Hold	30,379	–	–	0.43%	21
2021 Q4	$3.41M	Buy	30,379 +79	+0.3%	+$8.6K	0.41%	22
2021 Q3	$3.13M	Hold	30,300	–	–	0.4%	21
2021 Q2	$3.17M	Buy	30,300 +30,000	+10,000%	+$3.15M	0.41%	20
2021 Q1	$30K	Hold	300	–	–	﹤0.01%	255
2020 Q4	$27K	Hold	300	–	–	﹤0.01%	270
2020 Q3	$24K	Hold	300	–	–	﹤0.01%	258
2020 Q2	$24K	Buy	+300	New	+$23.3K	﹤0.01%	264
2020 Q1	–	Sell	-189	Closed	-$18K	–	944
2019 Q4	$18K	Buy	+189	New	+$17.1K	﹤0.01%	354

Other funds holding VYM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2022 at 30,379 shares worth $3.44M. The position accounts for 0.43% of the portfolio, ranked #21.

Lenox Wealth Advisors first reported a position in VYM in Q4 2019 and has held it in 9 quarters since. 1,341 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

Lenox Wealth Advisors held 30,379 shares of Vanguard High Dividend Yield ETF worth $3.44M as of Q1 2022.
Lenox Wealth Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2022.
Vanguard High Dividend Yield ETF made up 0.43% of Lenox Wealth Advisors's portfolio in Q1 2022, its #21 holding.
Lenox Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 9 quarters since.
1,341 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

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