Lenox Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2.57M	Sell	66,231 -2,280	-3%	-$83.3K	0.78%	31
2020 Q1	$2.28M	Buy	68,511 +3,790	+6%	+$152K	0.79%	30
2019 Q4	$2.85M	Sell	64,721 -6,510	-9%	-$278K	0.8%	31
2019 Q3	$2.93M	Sell	71,231 -478	-0.7%	-$19.5K	0.85%	28
2019 Q2	$2.99M	Buy	71,709 +6,481	+10%	+$267K	0.89%	28
2019 Q1	$2.68M	Buy	65,228 +304	+0.5%	+$12.1K	0.83%	30
2018 Q4	$2.41M	Sell	64,924 -4,593	-7%	-$182K	0.81%	31
2018 Q3	$3.02M	Sell	69,517 -3,392	-5%	-$146K	0.9%	32
2018 Q2	$3.13M	Buy	72,909 +2,050	+3%	+$91.4K	1.01%	28
2018 Q1	$3.13M	Buy	70,859 +3,951	+6%	+$179K	1.01%	24
2017 Q4	$3M	Buy	66,908 +24,438	+58%	+$1.08M	0.91%	27
2017 Q3	$1.84M	Buy	42,470 +2,693	+7%	+$114K	0.63%	35
2017 Q2	$1.64M	Buy	+39,777	New	+$1.62M	0.67%	24

Other funds holding VEA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Lenox Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.3% in Q2 2020, selling an estimated $83.3K and leaving 66,231 shares worth $2.57M. The position accounts for 0.78% of the portfolio, ranked #31.

Lenox Wealth Management first reported a position in VEA in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.13M in Q1 2018. 1,262 funds tracked by Wall St. Rank hold VEA as of Q2 2020.

Lenox Wealth Management held 66,231 shares of Vanguard FTSE Developed Markets ETF worth $2.57M as of Q2 2020.
Lenox Wealth Management sold 2,280 Vanguard FTSE Developed Markets ETF shares in Q2 2020, an estimated $83.3K.
Vanguard FTSE Developed Markets ETF made up 0.78% of Lenox Wealth Management's portfolio in Q2 2020, its #31 holding.
Lenox Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $3.13M in Q1 2018.
1,262 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2020.

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