Lake Point Wealth Management BSV Holdings History
Lake Point Wealth Management's Vanguard Short-Term Bond ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 163,788.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $12.58 Mil. This investment constitutes 7.14% of their stock portfolio, and Lake Point Wealth Management now holds 0.03% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2022Q2. And since then Lake Point Wealth Management has made 1 purchases of BSV, at an average price of $76.88, for a total of 163,788.00 shares. Based on historical transaction data and BSV's current price of $78.60, Lake Point Wealth Management's estimated gain on his BSV holdings is $281,715.36, reflecting a 2.24% gain to date.
Lake Point Wealth Management BSV ($78.60) Holding Chart
Lake Point Wealth Management BSV ($78.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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