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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$36K	Buy	280 +21	+8%	+$3.25K	0.03%	59
2019 Q4	$42K	Buy	+259	New	+$40.6K	0.01%	132
2019 Q2	$34K	Hold	229	–	–	0.01%	187
2019 Q1	$34K	Buy	+229	New	+$32K	0.01%	187

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lake Point Wealth Management's VTI Position: Q1 2020 in Review

Lake Point Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8.1% in Q1 2020, buying an estimated $3.25K and bringing the position to 280 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #59.

Lake Point Wealth Management first reported a position in VTI in Q1 2019 and has held it in 4 quarters since. The position peaked at $42K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Lake Point Wealth Management held 280 shares of Vanguard Total Stock Market ETF worth $36K as of Q1 2020.
Lake Point Wealth Management bought 21 Vanguard Total Stock Market ETF shares in Q1 2020, an estimated $3.25K.
Vanguard Total Stock Market ETF made up 0.03% of Lake Point Wealth Management's portfolio in Q1 2020, its #59 holding.
Lake Point Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 4 quarters since.
Lake Point Wealth Management's Vanguard Total Stock Market ETF position peaked at $42K in Q4 2019.
1,502 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.