OPWM
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Oak Point Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Oak Point Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$25K Hold
442
– – 0.03% 125
2017
Q4 		$27K Buy
+442
New +$26.5K 0.03% 128

Other funds holding IVOV

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oak Point Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2018 at 442 shares worth $25K. The position accounts for 0.03% of the portfolio, ranked #125.

Oak Point Wealth Management first reported a position in IVOV in Q4 2017 and has held it in 2 quarters since. The position peaked at $27K in Q4 2017. 60 funds tracked by Wall St. Rank hold IVOV as of Q1 2018.

  • Oak Point Wealth Management held 442 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $25K as of Q1 2018.
  • Oak Point Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2018.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #125 holding.
  • Oak Point Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $27K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2018.

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