Lenox Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$6K	Hold	160	–	–	﹤0.01%	518
2020 Q1	$5K	Hold	160	–	–	﹤0.01%	498
2019 Q4	$7K	Hold	160	–	–	﹤0.01%	495
2019 Q3	$6K	Hold	160	–	–	﹤0.01%	520
2019 Q2	$6K	Buy	+160	New	+$6.55K	﹤0.01%	502

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard Mid-Cap ETF (VO) position steady in Q2 2020 at 160 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Lenox Wealth Management first reported a position in VO in Q2 2019 and has held it in 5 quarters since. The position peaked at $7K in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Lenox Wealth Management held 160 shares of Vanguard Mid-Cap ETF worth $6K as of Q2 2020.
Lenox Wealth Management left its Vanguard Mid-Cap ETF share count unchanged in Q2 2020.
Vanguard Mid-Cap ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #518 holding.
Lenox Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 5 quarters since.
Lenox Wealth Management's Vanguard Mid-Cap ETF position peaked at $7K in Q4 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

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