OPWM
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Oak Point Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Oak Point Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$492K Sell
2017
Q4 		$522K Buy