Oak Point Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Oak Point Wealth Management’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20	Closed	-$3K	–	250
2017 Q4	$3K	Buy	+20	New	+$2.98K	﹤0.01%	193

Other funds holding VCR

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Oak Point Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2018, closing a stake of 20 shares — an estimated $3K sold.

Oak Point Wealth Management first reported a position in VCR in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 228 funds tracked by Wall St. Rank hold VCR as of Q1 2018.

Oak Point Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 20 Vanguard Consumer Discretionary ETF shares in Q1 2018, an estimated $3K.
Oak Point Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $3K in Q4 2017.
228 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2018.

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