Lake Point Wealth Management Vanguard Total World Stk Index Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Lake Point Wealth Management holds 2,792 shares of VT stock, worth $328,339. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,792

Previous 2,896 3.59%

Holding current value

$328,339

Previous $293,000 18.77%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$83.88 - $102.77 $8,723 - $10,688	-104 Reduced 3.59%	2,792 $238,000
Q3 2021 Oct 21, 2021	SELL	$101.52 - $107.65 $1,116 - $1,184	-11 Reduced 0.38%	2,896 $295,000
Q2 2021 Aug 04, 2021	SELL	$98.57 - $104.51 $11.9 Million - $12.6 Million	-120,744 Reduced 97.65%	2,907 $301,000
Q1 2020 May 18, 2020	SELL	$54.48 - $83.17 $128,518 - $196,198	-2,359 Reduced 1.87%	123,651 $7.77 Million
Q4 2019 Feb 13, 2020	SELL	$72.8 - $81.27 $61,807 - $68,998	-849 Reduced 0.67%	126,010 $10.2 Million
Q1 2019 Aug 07, 2019	BUY	N/A	23,522 Added 22.76%	126,859 $9.54 Million
Q1 2019 Jun 03, 2019	SELL	N/A	-278 Reduced 0.27%	103,337 $6.78 Million
Q4 2018 Aug 07, 2019	BUY	N/A	278 Added 0.27%	103,615 $6.78 Million
Q4 2018 Feb 21, 2019	BUY	N/A	103,337 New	103,337 $6.78 Million

Others Institutions Holding VT

# of Institutions

1,089

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Lake Point Wealth Management Vanguard Total World Stk Index Transaction History