Lake Point Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$4K	Buy	+144	New	+$4.37K	﹤0.01%	206

Other funds holding VGT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lake Point Wealth Management's VGT Position: Q1 2020 in Review

Lake Point Wealth Management opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2020: 144 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

767 funds tracked by Wall St. Rank hold VGT as of Q1 2020.

Lake Point Wealth Management held 144 shares of Vanguard Information Technology ETF worth $4K as of Q1 2020.
Vanguard Information Technology ETF was a new Lake Point Wealth Management position in Q1 2020.
Vanguard Information Technology ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #206 holding.
767 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.