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Lenox Wealth Management’s Vanguard Materials ETF VAW Stock Holding History

Lenox Wealth Management’s Portfolio VAW Stock Details VAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$25K Buy
+213
New +$24K 0.01% 329
2020
Q1 		– Sell
-23
Closed -$3K – 773
2019
Q4 		$3K Buy
+23
New +$2.96K ﹤0.01% 615

Other funds holding VAW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lenox Wealth Management opened a new position in Vanguard Materials ETF (VAW) in Q2 2020: 213 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in VAW as recently as Q4 2019.

Lenox Wealth Management first reported a position in VAW in Q4 2019 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold VAW as of Q2 2020.

  • Lenox Wealth Management held 213 shares of Vanguard Materials ETF worth $25K as of Q2 2020.
  • Vanguard Materials ETF was a new Lenox Wealth Management position in Q2 2020.
  • Vanguard Materials ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #329 holding.
  • Lenox Wealth Management first reported a position in Vanguard Materials ETF in Q4 2019 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Vanguard Materials ETF as of Q2 2020.

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