Lake Point Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$3K	Hold	23	–	–	﹤0.01%	496
2019 Q1	$3K	Buy	+23	New	+$2.88K	﹤0.01%	496

Other funds holding VV

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

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

Lake Point Wealth Management's VV Position: Q2 2019 in Review

Lake Point Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2019 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Lake Point Wealth Management first reported a position in VV in Q1 2019 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold VV as of Q2 2019.

Lake Point Wealth Management held 23 shares of Vanguard Morningstar Large-Cap ETF worth $3K as of Q2 2019.
Lake Point Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2019.
Vanguard Morningstar Large-Cap ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #496 holding.
Lake Point Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and has held it in 2 quarters since.
489 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.