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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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