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Oak Point Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Oak Point Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$375K Buy
2,811
+2,451
+681% +$348K 0.38% 69
2017
Q4 		$52K Buy
+360
New +$50.8K 0.05% 117

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Oak Point Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 681% in Q1 2018, buying an estimated $348K and bringing the position to 2,811 shares worth $375K. The position accounts for 0.38% of the portfolio, ranked #69.

Oak Point Wealth Management first reported a position in VDC in Q4 2017 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold VDC as of Q1 2018.

  • Oak Point Wealth Management held 2,811 shares of Vanguard Consumer Staples ETF worth $375K as of Q1 2018.
  • Oak Point Wealth Management bought 2,451 Vanguard Consumer Staples ETF shares in Q1 2018, an estimated $348K.
  • Vanguard Consumer Staples ETF made up 0.38% of Oak Point Wealth Management's portfolio in Q1 2018, its #69 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2018.

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