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Lenox Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lenox Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$8K Hold
125
– – ﹤0.01% 469
2020
Q1 		$8K Buy
125
+49
+64% +$3.32K ﹤0.01% 426
2019
Q4 		$5K Buy
+76
New +$5.04K ﹤0.01% 548

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2020 at 125 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Lenox Wealth Management first reported a position in VGIT in Q4 2019 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold VGIT as of Q2 2020.

  • Lenox Wealth Management held 125 shares of Vanguard Intermediate-Term Treasury ETF worth $8K as of Q2 2020.
  • Lenox Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2020.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #469 holding.
  • Lenox Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2019 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2020.

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