LWM
VCIT icon

Lenox Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Lenox Wealth Management’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$4K Hold
43
– – ﹤0.01% 569
2020
Q1 		$3K Buy
43
+28
+187% +$2.55K ﹤0.01% 570
2019
Q4 		$1K Buy
+15
New +$1.37K ﹤0.01% 686

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) position steady in Q2 2020 at 43 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Lenox Wealth Management first reported a position in VCIT in Q4 2019 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

  • Lenox Wealth Management held 43 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $4K as of Q2 2020.
  • Lenox Wealth Management left its Vanguard Intermediate-Term Corporate Bond ETF share count unchanged in Q2 2020.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #569 holding.
  • Lenox Wealth Management first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

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