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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$2K Buy
+13
New +$2K ﹤0.01% 347
2019
Q1
Sell
-363
Closed -$36K 873
2018
Q4
$36K Buy
+363
New +$36K 0.01% 288