Lake Point Wealth Management Vanguard Scottsdale Fds Vangua Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Lake Point Wealth Management holds 9,812 shares of BNDW stock, worth $679,775. This represents 0.39% of its overall portfolio holdings.

Number of Shares
9,812
Previous 9,404 4.34%
Holding current value
$679,775
Previous $697,000 1.29%
% of portfolio
0.39%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$68.33 - $73.94 $27,878 - $30,167
408 Added 4.34%
9,812 $688,000
Q1 2022

May 17, 2022
BUY
$73.61 - $78.14 $232,313 - $246,609
3,156 Added 50.51%
9,404 $697,000
Q4 2021

Feb 23, 2022
BUY
$78.32 - $80.26 $34,930 - $35,795
446 Added 7.69%
6,248 $490,000
Q3 2021

Oct 21, 2021
BUY
$79.85 - $81.28 $9,821 - $9,997
123 Added 2.17%
5,802 $463,000
Q2 2021

Aug 04, 2021
BUY
$79.28 - $80.25 $450,231 - $455,739
5,679 New
5,679 $455,000

Others Institutions Holding BNDW

# of Institutions
113
Shares Held
5.82M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD SCOTTSDALE FDS VANGUA

BNDW Quotes by TradingView
  • Ticker BNDW
  • Sector ETFs
  • Industry ETFs
More about BNDW
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email