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Vanguard Small-Cap ETF shares owned by Lake Point Wealth Management

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

Historical chart of Lake Point Wealth Management investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap 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 Small-Cap ETF by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.0k 5 200.00
2021-06-30 $39k 175 222.86
2020-03-31 $4.4M 39k 115.43
2019-12-31 $7.1M 43k 165.63
2019-06-30 $8.0M 51k 156.67
2019-03-31 $8.0M 51k 156.67
2018-12-31 $5.7M 43k 131.99