A detailed history of Lake Point Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 53,577 shares of VOO stock, worth $29.3 Million. This represents 10.56% of its overall portfolio holdings.

Number of Shares
53,577
Previous 1,378 3788.03%
Holding current value
$29.3 Million
Previous $572,000 3149.13%
% of portfolio
10.56%
Previous 0.26%

Shares

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

Jul 19, 2022

BUY
$337.07 - $419.85 $17.6 Million - $21.9 Million
52,199 Added 3788.03%
53,577 $18.6 Million
Q1 2022

May 17, 2022

SELL
$382.7 - $439.25 $9,567 - $10,981
-25 Reduced 1.78%
1,378 $572,000
Q4 2021

Feb 23, 2022

SELL
$394.21 - $439.01 $1,182 - $1,317
-3 Reduced 0.21%
1,403 $613,000
Q2 2021

Aug 04, 2021

BUY
$368.16 - $394.32 $10,308 - $11,040
28 Added 2.03%
1,406 $553,000
Q1 2020

May 18, 2020

SELL
$204.27 - $310.92 $18,792 - $28,604
-92 Reduced 6.26%
1,378 $326,000
Q4 2019

Feb 13, 2020

BUY
$264.57 - $296.67 $360,873 - $404,657
1,364 Added 1286.79%
1,470 $435,000
Q1 2019

Aug 07, 2019

SELL
$224.5 - $261.43 $1.24 Million - $1.45 Million
-5,539 Reduced 98.12%
106 $29,000
Q1 2019

Jun 03, 2019

SELL
$224.5 - $261.43 $2,694 - $3,137
-12 Reduced 0.21%
5,645 $1.3 Million
Q4 2018

Aug 07, 2019

BUY
$215.07 - $268.24 $2,580 - $3,218
12 Added 0.21%
5,657 $1.3 Million
Q4 2018

Feb 21, 2019

BUY
$215.07 - $268.24 $1.21 Million - $1.51 Million
5,645 New
5,645 $1.3 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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