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 $329,763. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,792
Previous 2,896
3.59%
Holding current value
$329,763
Previous $293,000
18.77%
% of portfolio
0.14%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding VT
# of Institutions
1,002Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.39 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$494 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$477 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$287 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$285 Million4.91% of portfolio