Lenox Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$11K	Hold	140	–	–	﹤0.01%	427
2020 Q1	$11K	Hold	140	–	–	﹤0.01%	380
2019 Q4	$11K	Hold	140	–	–	﹤0.01%	435
2019 Q3	$11K	Hold	140	–	–	﹤0.01%	437
2019 Q2	$11K	Hold	140	–	–	﹤0.01%	425
2019 Q1	$11K	Hold	140	–	–	﹤0.01%	436
2018 Q4	$11K	Hold	140	–	–	﹤0.01%	377
2018 Q3	$11K	Hold	140	–	–	﹤0.01%	405
2018 Q2	$11K	Hold	140	–	–	﹤0.01%	359
2018 Q1	$10K	Hold	140	–	–	﹤0.01%	358
2017 Q4	$11K	Sell	140 -18	-11%	-$1.44K	﹤0.01%	379
2017 Q3	$12K	Hold	158	–	–	﹤0.01%	371
2017 Q2	$13K	Hold	158	–	–	0.01%	350
2017 Q1	$13K	Hold	158	–	–	0.01%	158
2016 Q4	$13K	Hold	158	–	–	0.01%	161
2016 Q3	$13K	Hold	158	–	–	0.01%	156
2016 Q2	$13K	Hold	158	–	–	0.01%	160
2016 Q1	$13K	Buy	158 +140	+778%	+$11.1K	0.01%	160
2015 Q4	$1K	Buy	+18	New	+$1.43K	﹤0.01%	239

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q2 2020 at 140 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Lenox Wealth Management first reported a position in VCSH in Q4 2015 and has held it in 19 quarters since. The position peaked at $13K in Q2 2017. 885 funds tracked by Wall St. Rank hold VCSH as of Q2 2020.

Lenox Wealth Management held 140 shares of Vanguard Short-Term Corporate Bond ETF worth $11K as of Q2 2020.
Lenox Wealth Management left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q2 2020.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #427 holding.
Lenox Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $13K in Q2 2017.
885 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2020.

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