Lake Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$18.6M	Buy	53,577 +52,199	+3,788%	+$19.7M	10.56%	3
2022 Q1	$572K	Sell	1,378 -25	-2%	-$10.2K	0.26%	14
2021 Q4	$613K	Sell	1,403 -3	-0.2%	-$1.27K	0.27%	16
2021 Q3	$555K	Hold	1,406	–	–	0.26%	13
2021 Q2	$553K	Buy	+1,406	New	+$540K	0.26%	12
2020 Q1	$326K	Sell	1,378 -92	-6%	-$25.8K	0.29%	17
2019 Q4	$435K	Buy	+1,470	New	+$416K	0.14%	24
2019 Q2	$29K	Hold	106	–	–	0.01%	209
2019 Q1	$29K	Sell	106 -5,551	-98%	-$1.39M	0.01%	209
2018 Q4	$1.3M	Buy	+5,657	New	+$1.4M	0.49%	40

Other funds holding VOO

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Lake Point Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3,788% in Q2 2022, buying an estimated $19.7M and bringing the position to 53,577 shares worth $18.6M. The position accounts for 10.56% of the portfolio, ranked #3.

Lake Point Wealth Management first reported a position in VOO in Q4 2018 and has held it in 10 quarters since. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Lake Point Wealth Management held 53,577 shares of Vanguard S&P 500 ETF worth $18.6M as of Q2 2022.
Lake Point Wealth Management bought 52,199 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $19.7M.
Vanguard S&P 500 ETF made up 10.56% of Lake Point Wealth Management's portfolio in Q2 2022, its #3 holding.
Lake Point Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 10 quarters since.
2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

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