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Lake Point Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Lake Point Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Buy
+24
New +$986 ﹤0.01% 425
2019
Q2 		$2K Hold
60
– – ﹤0.01% 559
2019
Q1 		$2K Sell
60
-1,140
-95% -$28.1K ﹤0.01% 557
2018
Q4 		$27K Buy
+1,200
New +$29.1K 0.01% 317

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in Vanguard Growth ETF (VUG) in Q2 2022: 24 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in VUG as recently as Q2 2019.

Lake Point Wealth Management first reported a position in VUG in Q4 2018 and has held it in 4 quarters since. The position peaked at $27K in Q4 2018. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Lake Point Wealth Management held 24 shares of Vanguard Growth ETF worth $1K as of Q2 2022.
  • Vanguard Growth ETF was a new Lake Point Wealth Management position in Q2 2022.
  • Vanguard Growth ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #425 holding.
  • Lake Point Wealth Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Lake Point Wealth Management's Vanguard Growth ETF position peaked at $27K in Q4 2018.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

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