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

Lake Point Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-69
Closed -$14K – 467
2019
Q4 		$14K Buy
+69
New +$13.1K ﹤0.01% 240
2019
Q1 		– Sell
-14
Closed -$2K – 861
2018
Q4 		$2K Buy
+14
New +$2.31K ﹤0.01% 698

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Lake Point Wealth Management's VBK Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2020, closing a stake of 69 shares — an estimated $14K sold.

Lake Point Wealth Management first reported a position in VBK in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 533 funds tracked by Wall St. Rank hold VBK as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 69 Vanguard Small-Cap Growth ETF shares in Q1 2020, an estimated $14K.
  • Lake Point Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Lake Point Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $14K in Q4 2019.
  • 533 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.