OPWM
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Oak Point Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

Oak Point Wealth Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,144
Closed -$106K – 252
2017
Q4 		$106K Buy
+5,144
New +$104K 0.1% 113

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oak Point Wealth Management sold out of Vanguard Information Technology ETF (VGT) in Q1 2018, closing a stake of 5,144 shares — an estimated $106K sold.

Oak Point Wealth Management first reported a position in VGT in Q4 2017 and held it in 1 quarter. The position peaked at $106K in Q4 2017. 495 funds tracked by Wall St. Rank hold VGT as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Vanguard Information Technology ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 5,144 Vanguard Information Technology ETF shares in Q1 2018, an estimated $106K.
  • Oak Point Wealth Management first reported a position in Vanguard Information Technology ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Vanguard Information Technology ETF position peaked at $106K in Q4 2017.
  • 495 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2018.

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