Lake Point Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Buy	+13	New	+$1.83K	﹤0.01%	347
2019 Q1	–	Sell	-363	Closed	-$36K	–	871
2018 Q4	$36K	Buy	+363	New	+$38.2K	0.01%	288

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Vanguard Morningstar Value ETF (VTV) in Q2 2022: 13 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in VTV as recently as Q4 2018.

Lake Point Wealth Management first reported a position in VTV in Q4 2018 and has held it in 2 quarters since. The position peaked at $36K in Q4 2018. 1,658 funds tracked by Wall St. Rank hold VTV as of Q2 2022.

Lake Point Wealth Management held 13 shares of Vanguard Morningstar Value ETF worth $2K as of Q2 2022.
Vanguard Morningstar Value ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Morningstar Value ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #347 holding.
Lake Point Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 2 quarters since.
Lake Point Wealth Management's Vanguard Morningstar Value ETF position peaked at $36K in Q4 2018.
1,658 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2022.

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