Lake Point Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$994K	Buy	24,363 +24,357	+405,950%	+$1.08M	0.56%	13
2022 Q1	$0	Hold	6	–	–	﹤0.01%	487
2021 Q4	$0	Hold	6	–	–	﹤0.01%	488
2021 Q3	$0	Hold	6	–	–	﹤0.01%	461
2021 Q2	$0	Buy	+6	New	+$310	﹤0.01%	443
2020 Q1	$4K	Sell	126 -157	-55%	-$6.3K	﹤0.01%	205
2019 Q4	$12K	Buy	+283	New	+$12.1K	﹤0.01%	256
2019 Q2	$6K	Hold	133	–	–	﹤0.01%	407
2019 Q1	$6K	Sell	133 -6,032	-98%	-$241K	﹤0.01%	407
2018 Q4	$229K	Buy	+6,165	New	+$244K	0.09%	130

Other funds holding VEA

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Lake Point Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 405,950% in Q2 2022, buying an estimated $1.08M and bringing the position to 24,363 shares worth $994K. The position accounts for 0.56% of the portfolio, ranked #13.

Lake Point Wealth Management first reported a position in VEA in Q4 2018 and has held it in 10 quarters since. 1,764 funds tracked by Wall St. Rank hold VEA as of Q2 2022.

Lake Point Wealth Management held 24,363 shares of Vanguard FTSE Developed Markets ETF worth $994K as of Q2 2022.
Lake Point Wealth Management bought 24,357 Vanguard FTSE Developed Markets ETF shares in Q2 2022, an estimated $1.08M.
Vanguard FTSE Developed Markets ETF made up 0.56% of Lake Point Wealth Management's portfolio in Q2 2022, its #13 holding.
Lake Point Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 10 quarters since.
1,764 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2022.

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