A detailed history of Lake Point Wealth Management transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 215 shares of IVOO stock, worth $21,054. This represents 0.02% of its overall portfolio holdings.

Number of Shares
215
Previous 215 -0.0%
Holding current value
$21,054
Previous $39,000 15.38%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 18, 2020

SELL
N/A
-73 Reduced 25.35%
215 $21,000
Q4 2019

Feb 13, 2020

BUY
N/A
288 New
288 $40,000

Others Institutions Holding IVOO

About VANGUARD S&P MID CAP 400 ETF


  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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.