Lake Point Wealth Management Vanguard Whitehall Fds Intl Di Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 21, 2021	SELL	$86.49 - $93.17 $25,947 - $27,951	-300 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$83.34 - $89.29 $25,002 - $26,787	300 New	300 $26,000

Others Institutions Holding VIGI

# of Institutions

573

Shares Held

50.7M

Call Options Held

3.1K

Put Options Held

0

Morgan Stanley New York, NY

6.08M
Shares

$545 Million
0.04% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

4.82M
Shares

$433 Million
2.98% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$336 Million
0.03% of portfolio
Vantagepoint Investment Advisers LLC

2.58M
Shares

$231 Million
1.96% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

1.93M
Shares

$173 Million
2.74% of portfolio

About VANGUARD WHITEHALL FDS INTL DI

Ticker VIGI
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