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Vanguard Scottsdale Fds total wld bd etf shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Vanguard Scottsdale Fds total wld bd etf (BNDW) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Vanguard Scottsdale Fds total wld bd etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds total wld bd 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 Scottsdale Fds total wld bd etf by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $688k 9.8k 70.12
2022-03-31 $697k 9.4k 74.12
2021-12-31 $490k 6.2k 78.43
2021-09-30 $463k 5.8k 79.80
2021-06-30 $455k 5.7k 80.12

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 Scottsdale Fds total wld bd etf

Beacon Pointe Advisors
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Royal Bank of Canada
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Kure Advisory
Moneywise
Octavia Wealth Advisors
Mariner Wealth Advisors
Visionary Wealth Advisors
Applied Capital
Sensible Financial Planning & Management
Professional Financial Advisors
Baystate Wealth Management
Mercer Global Advisors
Advisor Group Holdings

View all funds holding Vanguard Scottsdale Fds total wld bd etf