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Vanguard Total World Stock Idx shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx 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 Total World Stock Idx by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $238k 2.8k 85.24
2022-03-31 $293k 2.9k 101.17
2021-12-31 $311k 2.9k 107.39
2021-09-30 $295k 2.9k 101.86
2021-06-30 $301k 2.9k 103.54
2020-03-31 $7.8M 124k 62.80
2019-12-31 $10M 126k 80.99
2019-06-30 $9.5M 127k 75.16
2019-03-31 $9.5M 127k 75.16
2018-12-31 $6.8M 104k 65.46