Lake Point Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	422
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	356
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	358
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	339
2021 Q2	$2K	Buy	+23	New	+$1.91K	﹤0.01%	352
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	362
2019 Q4	$2K	Buy	+23	New	+$1.58K	﹤0.01%	520
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	558
2019 Q1	$2K	Sell	23 -4,956	-100%	-$321K	﹤0.01%	556
2018 Q4	$302K	Buy	+4,979	New	+$323K	0.11%	107

Other funds holding VPL

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

RJA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

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

Lake Point Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2022 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Lake Point Wealth Management first reported a position in VPL in Q4 2018 and has held it in 10 quarters since. The position peaked at $302K in Q4 2018. 289 funds tracked by Wall St. Rank hold VPL as of Q2 2022.

Lake Point Wealth Management held 23 shares of Vanguard FTSE Pacific ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2022.
Vanguard FTSE Pacific ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #422 holding.
Lake Point Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Vanguard FTSE Pacific ETF position peaked at $302K in Q4 2018.
289 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2022.

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