Lake Point Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Buy	+59	New	+$3.48K	﹤0.01%	301

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022: 59 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Lake Point Wealth Management held 59 shares of Vanguard Short-Term Treasury ETF worth $3K as of Q2 2022.
Vanguard Short-Term Treasury ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #301 holding.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

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