Lake Point Wealth Management’s Vanguard Morningstar 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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Morningstar 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. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

Lake Point Wealth Management held 24 shares of Vanguard Morningstar Growth ETF worth $1K as of Q2 2022.
Vanguard Morningstar Growth ETF was a new Lake Point Wealth Management position in Q2 2022.
Vanguard Morningstar 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 Morningstar Growth ETF in Q4 2018 and has held it in 4 quarters since.
Lake Point Wealth Management's Vanguard Morningstar Growth ETF position peaked at $27K in Q4 2018.
1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

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