Lake Point Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$2K	Buy	+19	New	+$2.69K	﹤0.01%	285

Other funds holding VIS

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Vanguard Industrials ETF (VIS) in Q1 2020: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

225 funds tracked by Wall St. Rank hold VIS as of Q1 2020.

Lake Point Wealth Management held 19 shares of Vanguard Industrials ETF worth $2K as of Q1 2020.
Vanguard Industrials ETF was a new Lake Point Wealth Management position in Q1 2020.
Vanguard Industrials ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #285 holding.
225 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2020.

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