Lenox Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$966K	Buy	24,408 +12,386	+103%	+$459K	0.3%	67
2020 Q1	$403K	Buy	12,022 +2,474	+26%	+$101K	0.14%	93
2019 Q4	$425K	Sell	9,548 -3,463	-27%	-$147K	0.12%	103
2019 Q3	$523K	Buy	13,011 +2,036	+19%	+$84K	0.15%	92
2019 Q2	$466K	Buy	10,975 +8,363	+320%	+$352K	0.14%	89
2019 Q1	$111K	Sell	2,612 -169	-6%	-$6.96K	0.03%	168
2018 Q4	$106K	Sell	2,781 -129	-4%	-$5K	0.04%	151
2018 Q3	$121K	Sell	2,910 -3,562	-55%	-$150K	0.04%	176
2018 Q2	$273K	Buy	6,472 +710	+12%	+$32.1K	0.09%	121
2018 Q1	$270K	Buy	5,762 +3,054	+113%	+$146K	0.09%	114
2017 Q4	$124K	Buy	2,708 +2,480	+1,088%	+$111K	0.04%	148
2017 Q3	$9K	Sell	228 -32	-12%	-$1.39K	﹤0.01%	410
2017 Q2	$11K	Buy	+260	New	+$10.5K	﹤0.01%	368

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lenox Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 103% in Q2 2020, buying an estimated $459K and bringing the position to 24,408 shares worth $966K. The position accounts for 0.3% of the portfolio, ranked #67.

Lenox Wealth Management first reported a position in VWO in Q2 2017 and has held it in 13 quarters since. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

Lenox Wealth Management held 24,408 shares of Vanguard FTSE Emerging Markets ETF worth $966K as of Q2 2020.
Lenox Wealth Management bought 12,386 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $459K.
Vanguard FTSE Emerging Markets ETF made up 0.3% of Lenox Wealth Management's portfolio in Q2 2020, its #67 holding.
Lenox Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 13 quarters since.
1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

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