Lake Point Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$11K Buy
+88
New +$12.4K 0.01% 148
2020
Q1
Sell
-1,280
Closed -$153K 470
2019
Q4
$153K Buy
+1,280
New +$147K 0.05% 59

Other funds holding VOE

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

Lake Point Wealth Management opened a new position in Vanguard Mid-Cap Value ETF (VOE) in Q2 2022: 88 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in VOE as recently as Q4 2019.

Lake Point Wealth Management first reported a position in VOE in Q4 2019 and has held it in 2 quarters since. The position peaked at $153K in Q4 2019. 840 funds tracked by Wall St. Rank hold VOE as of Q2 2022.

  • Lake Point Wealth Management held 88 shares of Vanguard Mid-Cap Value ETF worth $11K as of Q2 2022.
  • Vanguard Mid-Cap Value ETF was a new Lake Point Wealth Management position in Q2 2022.
  • Vanguard Mid-Cap Value ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #148 holding.
  • Lake Point Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $153K in Q4 2019.
  • 840 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2022.

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