Lenox Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lenox Wealth Management’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$33K	Buy	586 +228	+64%	+$13K	0.01%	301
2020 Q1	$20K	Sell	358 -349	-49%	-$19.9K	0.01%	325
2019 Q4	$40K	Sell	707 -16	-2%	-$929	0.01%	286
2019 Q3	$42K	Hold	723	–	–	0.01%	281
2019 Q2	$41K	Sell	723 -137	-16%	-$7.7K	0.01%	267
2019 Q1	$48K	Buy	860 +511	+146%	+$28K	0.02%	243
2018 Q4	$2K	Sell	349 -5,965	-94%	-$326K	﹤0.01%	543
2018 Q3	$289K	Buy	+6,314	New	+$345K	0.09%	122

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Lenox Wealth Management's BNDX Position: Q2 2020 in Review

Lenox Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 64% in Q2 2020, buying an estimated $13K and bringing the position to 586 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #301.

Lenox Wealth Management first reported a position in BNDX in Q3 2018 and has held it in 8 quarters since. The position peaked at $289K in Q3 2018. 555 funds tracked by Wall St. Rank hold BNDX as of Q2 2020.

Lenox Wealth Management held 586 shares of Vanguard Total International Bond ETF worth $33K as of Q2 2020.
Lenox Wealth Management bought 228 Vanguard Total International Bond ETF shares in Q2 2020, an estimated $13K.
Vanguard Total International Bond ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #301 holding.
Lenox Wealth Management first reported a position in Vanguard Total International Bond ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Vanguard Total International Bond ETF position peaked at $289K in Q3 2018.
555 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.