Lake Point Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-60	Closed	-$6K	–	488
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	246
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	231
2021 Q2	$5K	Buy	+60	New	+$5.42K	﹤0.01%	254
2020 Q1	$5K	Buy	+103	New	+$7.01K	﹤0.01%	170
2019 Q2	$0	Hold	3	–	–	﹤0.01%	691
2019 Q1	$0	Hold	3	–	–	﹤0.01%	864
2018 Q4	$0	Buy	+3	New	+$195	﹤0.01%	856

Other funds holding VFH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lake Point Wealth Management's VFH Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Vanguard Financials ETF (VFH) in Q1 2022, closing a stake of 60 shares — an estimated $6K sold.

Lake Point Wealth Management first reported a position in VFH in Q4 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 606 funds tracked by Wall St. Rank hold VFH as of Q1 2022.

Lake Point Wealth Management reported no remaining Vanguard Financials ETF position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 60 Vanguard Financials ETF shares in Q1 2022, an estimated $6K.
Lake Point Wealth Management first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 7 quarters.
Lake Point Wealth Management's Vanguard Financials ETF position peaked at $6K in Q4 2021.
606 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.