Lake Point Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Buy	+6	New	+$681	﹤0.01%	423
2020 Q1	–	Sell	-3	Closed	–	–	471
2019 Q4	$0	Buy	+3	New	+$320	﹤0.01%	631
2019 Q2	$58K	Hold	553	–	–	0.02%	120
2019 Q1	$58K	Sell	553 -15,879	-97%	-$1.62M	0.02%	120
2018 Q4	$1.56M	Buy	+16,432	New	+$1.67M	0.58%	37

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Lake Point Wealth Management opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in VSS as recently as Q4 2019.

Lake Point Wealth Management first reported a position in VSS in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.56M in Q4 2018. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

Lake Point Wealth Management held 6 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1K as of Q2 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Lake Point Wealth Management position in Q2 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #423 holding.
Lake Point Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.56M in Q4 2018.
511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

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