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Lake Point Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lake Point Wealth Management’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-773
Closed -$49K – 865
2018
Q4 		$49K Buy
+773
New +$48.1K 0.02% 254

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CSIA
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CIA
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TAIM
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VA
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Lake Point Wealth Management's VGIT Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2019, closing a stake of 773 shares — an estimated $49K sold.

Lake Point Wealth Management first reported a position in VGIT in Q4 2018 and held it in 1 quarter. The position peaked at $49K in Q4 2018. 196 funds tracked by Wall St. Rank hold VGIT as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 773 Vanguard Intermediate-Term Treasury ETF shares in Q1 2019, an estimated $49K.
  • Lake Point Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $49K in Q4 2018.
  • 196 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.