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Lenox Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lenox Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$7K Buy
228
+96
+73% +$2.95K ﹤0.01% 492
2020
Q1 		$3K Hold
132
– – ﹤0.01% 573
2019
Q4 		$4K Hold
132
– – ﹤0.01% 572
2019
Q3 		$3K Hold
132
– – ﹤0.01% 602
2019
Q2 		$3K Buy
+132
New +$3.53K ﹤0.01% 575

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lenox Wealth Management increased its Vanguard Growth ETF (VUG) stake by 73% in Q2 2020, buying an estimated $2.95K and bringing the position to 228 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Lenox Wealth Management first reported a position in VUG in Q2 2019 and has held it in 5 quarters since. 1,138 funds tracked by Wall St. Rank hold VUG as of Q2 2020.

  • Lenox Wealth Management held 228 shares of Vanguard Growth ETF worth $7K as of Q2 2020.
  • Lenox Wealth Management bought 96 Vanguard Growth ETF shares in Q2 2020, an estimated $2.95K.
  • Vanguard Growth ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #492 holding.
  • Lenox Wealth Management first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 5 quarters since.
  • 1,138 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2020.

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