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Lenox Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Lenox Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-39
Closed -$5K – 732
2019
Q2 		$5K Buy
+39
New +$5.07K ﹤0.01% 518

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Lenox Wealth Management's VBR Position: Q3 2019 in Review

Lenox Wealth Management sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2019, closing a stake of 39 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in VBR in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 685 funds tracked by Wall St. Rank hold VBR as of Q3 2019.

  • Lenox Wealth Management reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 39 Vanguard Small-Cap Value ETF shares in Q3 2019, an estimated $5K.
  • Lenox Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Vanguard Small-Cap Value ETF position peaked at $5K in Q2 2019.
  • 685 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.