Lake Point Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$33K Hold
2022
Q1
$39K Hold
2021
Q4
$41K Hold
2021
Q3
$38K Hold
2021
Q2
$39K Buy
2020
Q1
$21K Sell
2019
Q4
$40K Buy