Lenox Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-263	Closed	-$5K	–	611
2018 Q1	$5K	Buy	+263	New	+$23.3K	﹤0.01%	406
2017 Q2	–	Sell	-105	Closed	-$10K	–	511
2017 Q1	$10K	Buy	105 +88	+518%	+$8.66K	0.01%	167
2016 Q4	$2K	Hold	17	–	–	﹤0.01%	224
2016 Q3	$2K	Hold	17	–	–	﹤0.01%	212
2016 Q2	$2K	Hold	17	–	–	﹤0.01%	220
2016 Q1	$2K	Hold	17	–	–	﹤0.01%	227
2015 Q4	$1K	Buy	+17	New	+$1.43K	﹤0.01%	240

Other funds holding VOX

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Lenox Wealth Management's VOX Position: Q2 2018 in Review

Lenox Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q2 2018, closing a stake of 263 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in VOX in Q4 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2017. 156 funds tracked by Wall St. Rank hold VOX as of Q2 2018.

Lenox Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 263 Vanguard Communication Services ETF shares in Q2 2018, an estimated $5K.
Lenox Wealth Management first reported a position in Vanguard Communication Services ETF in Q4 2015 and held it in 7 quarters.
Lenox Wealth Management's Vanguard Communication Services ETF position peaked at $10K in Q1 2017.
156 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.