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Oak Point Wealth Management’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Oak Point Wealth Management’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$28K Sell
432
-4,584
-91% -$313K 0.03% 120
2017
Q4 		$334K Buy
+5,016
New +$328K 0.33% 75

Other funds holding IVOG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Oak Point Wealth Management's IVOG Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 91% in Q1 2018, selling an estimated $313K and leaving 432 shares worth $28K. The position accounts for 0.03% of the portfolio, ranked #120.

Oak Point Wealth Management first reported a position in IVOG in Q4 2017 and has held it in 2 quarters since. The position peaked at $334K in Q4 2017. 63 funds tracked by Wall St. Rank hold IVOG as of Q1 2018.

  • Oak Point Wealth Management held 432 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $28K as of Q1 2018.
  • Oak Point Wealth Management sold 4,584 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $313K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #120 holding.
  • Oak Point Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $334K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.