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Lake Point Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lake Point Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$0 Hold
9
– – ﹤0.01% 692
2019
Q1 		$0 Sell
9
-317
-97% -$13.1K ﹤0.01% 872
2018
Q4 		$12K Buy
+326
New +$12.6K ﹤0.01% 432

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lake Point Wealth Management held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2019 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Lake Point Wealth Management first reported a position in VWO in Q4 2018 and has held it in 3 quarters since. The position peaked at $12K in Q4 2018. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • Lake Point Wealth Management held 9 shares of Vanguard FTSE Emerging Markets ETF worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2019.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #692 holding.
  • Lake Point Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $12K in Q4 2018.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

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