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Vanguard Energy ETF shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Vanguard Energy ETF (VDE) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Vanguard Energy ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Energy ETF held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Energy ETF by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $16k 160 100.00
2022-03-31 $17k 160 106.25
2021-12-31 $8.0k 100 80.00
2020-03-31 $1.0k 38 26.32
2019-03-31 $1.0k 16 62.50
2018-12-31 $1.0k 16 62.50

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Vanguard Energy ETF

Bank of America Corporation
Morgan Stanley
UBS Group
Beacon Capital Management
Wealthfront Advisers
Wells Fargo & Company
Envestnet Asset Management
Main Management ETF Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
SCS Capital Management
Royal Bank of Canada
Stifel Financial
Main Management
Green Harvest Asset Management

View all funds holding Vanguard Energy ETF