LPWM
Lake Point Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $22.2M | Buy |
112,787
+4,071
| +4% | +$802K | 12.62% | 2 |
|
|
2022
Q1 | $25.9M | Buy |
108,716
+19,530
| +22% | +$4.65M | 11.96% | 3 |
|
|
2021
Q4 | $22.7M | Buy |
+89,186
| New | +$22.7M | 9.93% | 3 |
|
|
2020
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 168 |
|
|
2019
Q4 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 320 |
|
|
2019
Q2 | $7K | Hold |
39
| – | – | ﹤0.01% | 387 |
|
|
2019
Q1 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 387 |
|