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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Buy	+5	New	+$966	﹤0.01%	420
2021 Q3	–	Sell	-175	Closed	-$39K	–	459
2021 Q2	$39K	Buy	+175	New	+$38.8K	0.02%	78
2020 Q1	$4.44M	Sell	38,491 -4,430	-10%	-$666K	3.91%	8
2019 Q4	$7.11M	Buy	+42,921	New	+$6.84M	2.36%	18
2019 Q2	$7.97M	Hold	50,897	–	–	2.77%	15
2019 Q1	$7.97M	Buy	50,897 +7,939	+18%	+$1.18M	2.77%	15
2018 Q4	$5.67M	Buy	+42,958	New	+$6.25M	2.12%	10

Other funds holding VB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2022: 5 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in VB as recently as Q2 2021.

Lake Point Wealth Management first reported a position in VB in Q4 2018 and has held it in 7 quarters since. The position peaked at $7.97M in Q2 2019. 1,549 funds tracked by Wall St. Rank hold VB as of Q2 2022.

Lake Point Wealth Management held 5 shares of Vanguard Small-Cap ETF worth $1K as of Q2 2022.
Vanguard Small-Cap ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Small-Cap ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #420 holding.
Lake Point Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 7 quarters since.
Lake Point Wealth Management's Vanguard Small-Cap ETF position peaked at $7.97M in Q2 2019.
1,549 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2022.

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