Lenox Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$142K	Hold	741	–	–	0.04%	175
2020 Q1	$123K	Hold	741	–	–	0.04%	174
2019 Q4	$142K	Hold	741	–	–	0.04%	176
2019 Q3	$124K	Hold	741	–	–	0.04%	186
2019 Q2	$128K	Hold	741	–	–	0.04%	164
2019 Q1	$128K	Hold	741	–	–	0.04%	156
2018 Q4	$119K	Hold	741	–	–	0.04%	141
2018 Q3	$134K	Hold	741	–	–	0.04%	167
2018 Q2	$118K	Hold	741	–	–	0.04%	162
2018 Q1	$113K	Hold	741	–	–	0.04%	162
2017 Q4	$114K	Hold	741	–	–	0.03%	153
2017 Q3	$113K	Hold	741	–	–	0.04%	154
2017 Q2	$110K	Hold	741	–	–	0.04%	144
2017 Q1	$102K	Hold	741	–	–	0.07%	56
2016 Q4	$94K	Hold	741	–	–	0.07%	63
2016 Q3	$98K	Hold	741	–	–	0.08%	60
2016 Q2	$97K	Hold	741	–	–	0.07%	67
2016 Q1	$91K	Hold	741	–	–	0.06%	69
2015 Q4	$98K	Buy	+741	New	+$96.5K	0.08%	68

Other funds holding VHT

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2020 at 741 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #175.

Lenox Wealth Management first reported a position in VHT in Q4 2015 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

Lenox Wealth Management held 741 shares of Vanguard Health Care ETF worth $142K as of Q2 2020.
Lenox Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2020.
Vanguard Health Care ETF made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #175 holding.
Lenox Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 19 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

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