Lake Point Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1K Buy
2021
Q3
Sell
2021
Q2
$39K Buy
2020
Q1
$4.44M Sell
2019
Q4
$7.11M Buy
2019
Q2
$7.97M Hold
2019
Q1
$7.97M Buy
2018
Q4
$5.67M Buy