Oak Point Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$3K	Sell	38 -659	-95%	-$51.9K	﹤0.01%	191
2017 Q4	$55K	Buy	+697	New	+$55.6K	0.05%	115

Other funds holding VCSH

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Oak Point Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 95% in Q1 2018, selling an estimated $51.9K and leaving 38 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Oak Point Wealth Management first reported a position in VCSH in Q4 2017 and has held it in 2 quarters since. The position peaked at $55K in Q4 2017. 653 funds tracked by Wall St. Rank hold VCSH as of Q1 2018.

Oak Point Wealth Management held 38 shares of Vanguard Short-Term Corporate Bond ETF worth $3K as of Q1 2018.
Oak Point Wealth Management sold 659 Vanguard Short-Term Corporate Bond ETF shares in Q1 2018, an estimated $51.9K.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #191 holding.
Oak Point Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $55K in Q4 2017.
653 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2018.

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