Lake Point Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$238K	Sell
2022 Q1	$293K	Hold
2021 Q4	$311K	Hold
2021 Q3	$295K	Sell
2021 Q2	$301K	Buy
2020 Q1	$7.76M	Sell
2019 Q4	$10.2M	Buy
2019 Q2	$9.54M	Hold
2019 Q1	$9.54M	Buy
2018 Q4	$6.78M	Buy