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LWM
Lenox Wealth Management’s
Vanguard Information Technology ETF
VGT
Stock Holding History
Lenox Wealth Management’s Portfolio
VGT Stock Details
VGT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
$41K
Hold
1,200
–
–
0.01%
280
2020
Q1
$31K
Hold
1,200
–
–
0.01%
288
2019
Q4
$37K
Hold
1,200
–
–
0.01%
295
2019
Q3
$32K
Hold
1,200
–
–
0.01%
303
2019
Q2
$31K
Hold
1,200
–
–
0.01%
289
2019
Q1
$30K
Hold
1,200
–
–
0.01%
291
2018
Q4
$25K
Hold
1,200
–
–
0.01%
267
2018
Q3
$30K
Hold
1,200
–
–
0.01%
270
2018
Q2
$27K
Hold
1,200
–
–
0.01%
258
2018
Q1
$25K
Hold
1,200
–
–
0.01%
273
2017
Q4
$25K
Hold
1,200
–
–
0.01%
286
2017
Q3
$22K
Hold
1,200
–
–
0.01%
316
2017
Q2
$21K
Hold
1,200
–
–
0.01%
301
2017
Q1
$20K
Buy
1,200
+664
+124%
+$10.9K
0.01%
141
2016
Q4
$8K
Hold
536
–
–
0.01%
179
2016
Q3
$8K
Hold
536
–
–
0.01%
169
2016
Q2
$7K
Hold
536
–
–
0.01%
177
2016
Q1
$7K
Hold
536
–
–
﹤0.01%
182
2015
Q4
$7K
Buy
+536
New
+$7.31K
0.01%
182
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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