Lenox Wealth Advisors, LLC VT Holdings History
Lenox Wealth Advisors, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2022-03-31, Lenox Wealth Advisors, LLC held 313,369.00 shares of Vanguard Total World Stock ETF(VT), totaling $31.38 Mil. This investment constitutes 3.95% of their stock portfolio, and Lenox Wealth Advisors, LLC now holds 0.12% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2014Q3. And since then Lenox Wealth Advisors, LLC has made 17 purchases of VT, at an average price of $68.86, for a total of 376,102.00 shares. In addition, there have been 6 sales at an average price of $87.50 for 62,733.00 shares. Based on historical transaction data and VT's current price of $130.55, Lenox Wealth Advisors, LLC's estimated gain on his VT holdings is $20.50 Mil, reflecting a 79.15% gain to date.
Lenox Wealth Advisors, LLC VT ($130.55) Holding Chart
Lenox Wealth Advisors, LLC VT ($130.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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