Lake Point Wealth Management Vanguard Large Cap ETF Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$132.26 - $148.31 $3,041 - $3,411	-23 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	N/A	23 New	23 $3,000

Others Institutions Holding VV

# of Institutions

1,265

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

Jones Financial Companies Lllp

15.9M
Shares

$4.4 Billion
4.1% of portfolio
Creative Planning Overland Park, KS

12.7M
Shares

$3.52 Billion
3.35% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.12% of portfolio
Vanguard Group Inc Valley Forge, PA

3.45M
Shares

$953 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$852 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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