Lenox Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$50K	Buy	677 +2	+0.3%	+$141	0.02%	253
2020 Q1	$42K	Buy	675 +204	+43%	+$15.4K	0.01%	256
2019 Q4	$38K	Hold	471	–	–	0.01%	290
2019 Q3	$35K	Hold	471	–	–	0.01%	296
2019 Q2	$35K	Buy	+471	New	+$34.9K	0.01%	282

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Lenox Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.3% in Q2 2020, buying an estimated $141 and bringing the position to 677 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #253.

Lenox Wealth Management first reported a position in VT in Q2 2019 and has held it in 5 quarters since. 481 funds tracked by Wall St. Rank hold VT as of Q2 2020.

Lenox Wealth Management held 677 shares of Vanguard Total World Stock ETF worth $50K as of Q2 2020.
Lenox Wealth Management bought 2 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $141.
Vanguard Total World Stock ETF made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #253 holding.
Lenox Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2019 and has held it in 5 quarters since.
481 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

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