Lake Point Wealth Management’s Vanguard Energy ETF VDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$16K	Hold	160	–	–	0.01%	131
2022 Q1	$17K	Buy	160 +60	+60%	+$5.78K	0.01%	121
2021 Q4	$8K	Buy	+100	New	+$7.95K	﹤0.01%	207
2020 Q1	$1K	Buy	+38	New	+$2.41K	﹤0.01%	357
2019 Q1	–	Sell	-16	Closed	-$1K	–	863
2018 Q4	$1K	Buy	+16	New	+$1.47K	﹤0.01%	783

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lake Point Wealth Management held its Vanguard Energy ETF (VDE) position steady in Q2 2022 at 160 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #131.

Lake Point Wealth Management first reported a position in VDE in Q4 2018 and has held it in 5 quarters since. The position peaked at $17K in Q1 2022. 547 funds tracked by Wall St. Rank hold VDE as of Q2 2022.

Lake Point Wealth Management held 160 shares of Vanguard Energy ETF worth $16K as of Q2 2022.
Lake Point Wealth Management left its Vanguard Energy ETF share count unchanged in Q2 2022.
Vanguard Energy ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #131 holding.
Lake Point Wealth Management first reported a position in Vanguard Energy ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Vanguard Energy ETF position peaked at $17K in Q1 2022.
547 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2022.

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