Vanguard S&p 500 Etf idx shares owned by Lake Point Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lake Point Wealth Management
from 13F filings
Historical chart of Lake Point Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Lake Point Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-06-30 | $19M | 54k | 346.88 |
2022-03-31 | $572k | 1.4k | 415.09 |
2021-12-31 | $613k | 1.4k | 436.92 |
2021-09-30 | $555k | 1.4k | 394.74 |
2021-06-30 | $553k | 1.4k | 393.31 |
2020-03-31 | $326k | 1.4k | 236.57 |
2019-12-31 | $435k | 1.5k | 295.92 |
2019-06-30 | $29k | 106 | 273.58 |
2019-03-31 | $29k | 106 | 273.58 |
2018-12-31 | $1.3M | 5.7k | 229.80 |
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