Lake Point Wealth Management Vanguard Whitehall Fds (Vangua Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$107.24 - $115.01 $4,933 - $5,290	-46 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$104.33 - $112.16 $4,799 - $5,159	46 New	46 $5,000

Others Institutions Holding VYM

# of Institutions

2,057

Shares Held

193M

Call Options Held

2.08M

Put Options Held

216K

Bank Of America Corp Charlotte, NC

12.1M
Shares

$1.71 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.97M
Shares

$1.41 Billion
0.09% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

7.98M
Shares

$1.13 Billion
1.5% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.49M
Shares

$1.06 Billion
0.36% of portfolio
Lpl Financial LLC Fort Mill, SC

6.17M
Shares

$873 Million
0.29% of portfolio

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
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