Lake Point Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	421
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	410
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	426
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	392
2021 Q2	$1K	Buy	+7	New	+$1.07K	﹤0.01%	399
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	361
2019 Q4	$1K	Buy	+7	New	+$847	﹤0.01%	582
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	628
2019 Q1	$1K	Buy	+7	New	+$738	﹤0.01%	627

Other funds holding VIG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Lake Point Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2022 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Lake Point Wealth Management first reported a position in VIG in Q1 2019 and has held it in 9 quarters since. 1,686 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

Lake Point Wealth Management held 7 shares of Vanguard Dividend Appreciation ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2022.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #421 holding.
Lake Point Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 9 quarters since.
1,686 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

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