LPWM
Lake Point Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $238K | Sell |
2,792
-104
| -4% | -$8.87K | 0.14% | 29 |
|
|
2022
Q1 | $293K | Hold |
2,896
| – | – | 0.14% | 23 |
|
|
2021
Q4 | $311K | Hold |
2,896
| – | – | 0.14% | 28 |
|
|
2021
Q3 | $295K | Sell |
2,896
-11
| -0.4% | -$1.12K | 0.14% | 24 |
|
|
2021
Q2 | $301K | Buy |
+2,907
| New | +$301K | 0.14% | 24 |
|
|
2020
Q1 | $7.77M | Sell |
123,651
-2,359
| -2% | -$148K | 6.83% | 6 |
|
|
2019
Q4 | $10.2M | Buy |
+126,010
| New | +$10.2M | 3.39% | 11 |
|
|
2019
Q2 | $9.54M | Hold |
126,859
| – | – | 3.31% | 11 |
|
|
2019
Q1 | $9.54M | Buy |
126,859
+23,244
| +22% | +$1.75M | 3.31% | 11 |
|
|
2018
Q4 | $6.78M | Buy |
+103,615
| New | +$6.78M | 2.54% | 8 |
|