Lake Point Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	556
2019 Q1	$2K	Sell	39 -62	-61%	-$3.04K	﹤0.01%	554
2018 Q4	$5K	Buy	+101	New	+$4.85K	﹤0.01%	566

Other funds holding VEU

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lake Point Wealth Management's VEU Position: Q2 2019 in Review

Lake Point Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2019 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Lake Point Wealth Management first reported a position in VEU in Q4 2018 and has held it in 3 quarters since. The position peaked at $5K in Q4 2018. 769 funds tracked by Wall St. Rank hold VEU as of Q2 2019.

Lake Point Wealth Management held 39 shares of Vanguard FTSE All-World ex-US ETF worth $2K as of Q2 2019.
Lake Point Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2019.
Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #556 holding.
Lake Point Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $5K in Q4 2018.
769 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.