Lenox Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$47K	Buy	601 +29	+5%	+$2.2K	0.01%	261
2020 Q1	$39K	Hold	572	–	–	0.01%	266
2019 Q4	$53K	Sell	572 -209	-27%	-$19.4K	0.01%	265
2019 Q3	$72K	Buy	781 +273	+54%	+$24.8K	0.02%	236
2019 Q2	$44K	Hold	508	–	–	0.01%	262
2019 Q1	$44K	Sell	508 -256	-34%	-$21.1K	0.01%	251
2018 Q4	$4K	Buy	764 +754	+7,540%	+$59.4K	﹤0.01%	501
2018 Q3	$0	Buy	+10	New	+$823	﹤0.01%	672

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Lenox Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5.1% in Q2 2020, buying an estimated $2.2K and bringing the position to 601 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #261.

Lenox Wealth Management first reported a position in VNQ in Q3 2018 and has held it in 8 quarters since. The position peaked at $72K in Q3 2019. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Lenox Wealth Management held 601 shares of Vanguard Real Estate ETF worth $47K as of Q2 2020.
Lenox Wealth Management bought 29 Vanguard Real Estate ETF shares in Q2 2020, an estimated $2.2K.
Vanguard Real Estate ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #261 holding.
Lenox Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Vanguard Real Estate ETF position peaked at $72K in Q3 2019.
1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

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