Lake Point Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	364
2019 Q4	$2K	Buy	+34	New	+$1.83K	﹤0.01%	522
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	560
2019 Q1	$2K	Buy	+34	New	+$1.72K	﹤0.01%	558

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Lake Point Wealth Management's VXUS Position: Q1 2020 in Review

Lake Point Wealth Management held its Vanguard Total International Stock ETF (VXUS) position steady in Q1 2020 at 34 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Lake Point Wealth Management first reported a position in VXUS in Q1 2019 and has held it in 4 quarters since. The position peaked at $2K in Q4 2019. 511 funds tracked by Wall St. Rank hold VXUS as of Q1 2020.

Lake Point Wealth Management held 34 shares of Vanguard Total International Stock ETF worth $1K as of Q1 2020.
Lake Point Wealth Management left its Vanguard Total International Stock ETF share count unchanged in Q1 2020.
Vanguard Total International Stock ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #364 holding.
Lake Point Wealth Management first reported a position in Vanguard Total International Stock ETF in Q1 2019 and has held it in 4 quarters since.
Lake Point Wealth Management's Vanguard Total International Stock ETF position peaked at $2K in Q4 2019.
511 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.