Vanguard S&p 500 Etf idx shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $107k | 260 | 411.54 |
| 2021-12-31 | $114k | 260 | 438.46 |
| 2021-09-30 | $99k | 250 | 396.00 |
| 2021-06-30 | $98k | 250 | 392.00 |
| 2021-03-31 | $91k | 250 | 364.00 |
| 2020-12-31 | $86k | 250 | 344.00 |
| 2020-09-30 | $62k | 200 | 310.00 |
| 2020-06-30 | $57k | 200 | 285.00 |
| 2020-03-31 | $47k | 200 | 235.00 |
| 2019-12-31 | $62k | 208 | 298.08 |
| 2019-09-30 | $55k | 200 | 275.00 |
| 2019-06-30 | $335k | 1.2k | 268.86 |
| 2019-03-31 | $548k | 2.1k | 259.72 |
| 2018-12-31 | $356k | 1.6k | 229.68 |
| 2018-09-30 | $482k | 1.8k | 267.04 |
| 2018-06-30 | $464k | 1.9k | 249.46 |
| 2018-03-31 | $323k | 1.3k | 241.95 |
| 2017-12-31 | $294k | 1.2k | 245.00 |
| 2017-09-30 | $282k | 1.2k | 230.96 |
| 2017-06-30 | $282k | 1.3k | 222.05 |
| 2017-03-31 | $260k | 1.2k | 216.67 |
| 2016-12-31 | $246k | 1.2k | 205.00 |
| 2016-09-30 | $238k | 1.2k | 198.33 |
| 2016-06-30 | $231k | 1.2k | 192.50 |
| 2016-03-31 | $226k | 1.2k | 188.33 |
| 2015-12-31 | $224k | 1.2k | 186.67 |