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

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

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2020 at 1,200 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #280.

Lenox Wealth Management first reported a position in VGT in Q4 2015 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold VGT as of Q2 2020.

Lenox Wealth Management held 1,200 shares of Vanguard Information Technology ETF worth $41K as of Q2 2020.
Lenox Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2020.
Vanguard Information Technology ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #280 holding.
Lenox Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2015 and has held it in 19 quarters since.
823 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2020.

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