Lake Point Wealth Management Vanguard Mid Cap ETF Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 112,787 shares of VO stock, worth $28.4 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
112,787
Previous 108,716
3.74%
Holding current value
$28.4 Million
Previous $25.9 Million
14.08%
% of portfolio
12.62%
Previous 11.96%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio