LPWM
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Lake Point Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lake Point Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		$36K Buy
280
+21
+8% +$2.7K 0.03% 59
2019
Q4 		$42K Buy
+259
New +$42K 0.01% 132
2019
Q2 		$34K Hold
229
– – 0.01% 187
2019
Q1 		$34K Buy
+229
New +$34K 0.01% 187