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

Lake Point Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$33K	Hold	430	–	–	0.02%	86
2022 Q1	$39K	Hold	430	–	–	0.02%	76
2021 Q4	$41K	Hold	430	–	–	0.02%	79
2021 Q3	$38K	Hold	430	–	–	0.02%	72
2021 Q2	$39K	Buy	+430	New	+$39.3K	0.02%	76
2020 Q1	$21K	Sell	430 -146	-25%	-$9.16K	0.02%	79
2019 Q4	$40K	Buy	+576	New	+$38.6K	0.01%	139

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Lake Point Wealth Management's IVOO Position: Q2 2022 in Review

Lake Point Wealth Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2022 at 430 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #86.

Lake Point Wealth Management first reported a position in IVOO in Q4 2019 and has held it in 7 quarters since. The position peaked at $41K in Q4 2021. 179 funds tracked by Wall St. Rank hold IVOO as of Q2 2022.

Lake Point Wealth Management held 430 shares of Vanguard S&P Mid-Cap 400 ETF worth $33K as of Q2 2022.
Lake Point Wealth Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #86 holding.
Lake Point Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $41K in Q4 2021.
179 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.