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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$18.6M Buy
2022
Q1
$572K Sell
2021
Q4
$613K Sell
2021
Q3
$555K Hold
2021
Q2
$553K Buy
2020
Q1
$326K Sell
2019
Q4
$435K Buy
2019
Q2
$29K Hold
2019
Q1
$29K Sell
2018
Q4
$1.3M Buy