Lake Point Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

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 $33.1 Million. This represents 10.56% of its overall portfolio holdings.

Number of Shares

53,577

Previous 1,378 3788.03%

Holding current value

$33.1 Million

Previous $572,000 3149.13%

% of portfolio

10.56%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Lake Point Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History