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Lenox Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Lenox Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$5K Hold
21
– – ﹤0.01% 535
2020
Q1 		$4K Hold
21
– – ﹤0.01% 528
2019
Q4 		$6K Hold
21
– – ﹤0.01% 514
2019
Q3 		$5K Hold
21
– – ﹤0.01% 544
2019
Q2 		$5K Buy
+21
New +$5.56K ﹤0.01% 519

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Lenox Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2020 at 21 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Lenox Wealth Management first reported a position in VOO in Q2 2019 and has held it in 5 quarters since. The position peaked at $6K in Q4 2019. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

  • Lenox Wealth Management held 21 shares of Vanguard S&P 500 ETF worth $5K as of Q2 2020.
  • Lenox Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2020.
  • Vanguard S&P 500 ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #535 holding.
  • Lenox Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's Vanguard S&P 500 ETF position peaked at $6K in Q4 2019.
  • 1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

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