LPWM
Lake Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $18.6M | Buy |
53,577
+52,199
| +3,788% | +$18.1M | 10.56% | 3 |
|
|
2022
Q1 | $572K | Sell |
1,378
-25
| -2% | -$10.4K | 0.26% | 14 |
|
|
2021
Q4 | $613K | Sell |
1,403
-3
| -0.2% | -$1.31K | 0.27% | 16 |
|
|
2021
Q3 | $555K | Hold |
1,406
| – | – | 0.26% | 13 |
|
|
2021
Q2 | $553K | Buy |
+1,406
| New | +$553K | 0.26% | 12 |
|
|
2020
Q1 | $326K | Sell |
1,378
-92
| -6% | -$21.8K | 0.29% | 17 |
|
|
2019
Q4 | $435K | Buy |
+1,470
| New | +$435K | 0.14% | 24 |
|
|
2019
Q2 | $29K | Hold |
106
| – | – | 0.01% | 209 |
|
|
2019
Q1 | $29K | Sell |
106
-5,551
| -98% | -$1.52M | 0.01% | 209 |
|
|
2018
Q4 | $1.3M | Buy |
+5,657
| New | +$1.3M | 0.49% | 40 |
|