Lake Point Wealth Management VOO Holdings History
Lake Point Wealth Management's Vanguard S&P 500 ETF Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 53,577.00 shares of Vanguard S&P 500 ETF(VOO), totaling $18.59 Mil. This investment constitutes 10.56% of their stock portfolio, and Lake Point Wealth Management now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2018Q4. And since then Lake Point Wealth Management has made 3 purchases of VOO, at an average price of $361.40, for a total of 59,248.00 shares. In addition, there have been 4 sales at an average price of $250.80 for 5,671.00 shares. Based on historical transaction data and VOO's current price of $573.74, Lake Point Wealth Management's estimated gain on his VOO holdings is $10.75 Mil, reflecting a 50.20% gain to date.
Lake Point Wealth Management VOO ($573.74) Holding Chart
Lake Point Wealth Management VOO ($573.74) 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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