Lake Point Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$329K	Sell	6,600 -61	-0.9%	-$3.06K	0.19%	24
2022 Q1	$343K	Hold	6,661	–	–	0.16%	21
2021 Q4	$366K	Hold	6,661	–	–	0.16%	24
2021 Q3	$365K	Hold	6,661	–	–	0.17%	20
2021 Q2	$368K	Buy	+6,661	New	+$367K	0.17%	20
2020 Q1	$2.94M	Sell	55,659 -1,196	-2%	-$64K	2.59%	11
2019 Q4	$3.04M	Buy	+56,855	New	+$3.04M	1.01%	21
2019 Q2	$2.6M	Hold	48,976	–	–	0.9%	20
2019 Q1	$2.6M	Buy	48,976 +29,086	+146%	+$1.5M	0.9%	20
2018 Q4	$1.01M	Buy	+19,890	New	+$1M	0.38%	49

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Lake Point Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.92% in Q2 2022, selling an estimated $3.06K and leaving 6,600 shares worth $329K. The position accounts for 0.19% of the portfolio, ranked #24.

Lake Point Wealth Management first reported a position in VTEB in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.04M in Q4 2019. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Lake Point Wealth Management held 6,600 shares of Vanguard Tax-Exempt Bond Index Fund worth $329K as of Q2 2022.
Lake Point Wealth Management sold 61 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $3.06K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Lake Point Wealth Management's portfolio in Q2 2022, its #24 holding.
Lake Point Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.04M in Q4 2019.
767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

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