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Oak Point Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Oak Point Wealth Management’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$26K Sell
174
-893
-84% -$143K 0.03% 124
2017
Q4 		$165K Buy
+1,067
New +$164K 0.16% 106

Other funds holding VHT

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 84% in Q1 2018, selling an estimated $143K and leaving 174 shares worth $26K. The position accounts for 0.03% of the portfolio, ranked #124.

Oak Point Wealth Management first reported a position in VHT in Q4 2017 and has held it in 2 quarters since. The position peaked at $165K in Q4 2017. 402 funds tracked by Wall St. Rank hold VHT as of Q1 2018.

  • Oak Point Wealth Management held 174 shares of Vanguard Health Care ETF worth $26K as of Q1 2018.
  • Oak Point Wealth Management sold 893 Vanguard Health Care ETF shares in Q1 2018, an estimated $143K.
  • Vanguard Health Care ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #124 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard Health Care ETF position peaked at $165K in Q4 2017.
  • 402 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2018.

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