Lake Point Wealth Management Vanguard Intermediate Term Cor Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$85.05 - $92.24 $14,203 - $15,404	-167 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$92.55 - $94.67 $15,455 - $15,809	167 New	167 $15,000

Others Institutions Holding VCIT

# of Institutions

1,171

Shares Held

485M

Call Options Held

37.7K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

88.5M
Shares

$7.13 Billion
3.05% of portfolio
Bank Of America Corp Charlotte, NC

61M
Shares

$4.91 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

47.2M
Shares

$3.8 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.94 Billion
2.0% of portfolio
Prudential PLC London, England, X0

20.7M
Shares

$1.67 Billion
8.85% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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