Lake Point Wealth Management VO Holdings History
Lake Point Wealth Management's Vanguard Mid-Cap ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 112,787.00 shares of Vanguard Mid-Cap ETF(VO), totaling $22.22 Mil. This investment constitutes 12.62% of their stock portfolio, and Lake Point Wealth Management now holds 0.05% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2019Q1. And since then Lake Point Wealth Management has made 4 purchases of VO, at an average price of $246.02, for a total of 112,826.00 shares. In addition, there have been 1 sales at an average price of $231.03 for 39.00 shares. Based on historical transaction data and VO's current price of $280.88, Lake Point Wealth Management's estimated gain on his VO holdings is $3.93 Mil, reflecting a 14.16% gain to date.
Lake Point Wealth Management VO ($280.88) Holding Chart
Lake Point Wealth Management VO ($280.88) 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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