Oak Point Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$29K	Sell	290 -2,628	-90%	-$272K	0.03%	118
2017 Q4	$299K	Buy	+2,918	New	+$287K	0.29%	78

Other funds holding VIG

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 90% in Q1 2018, selling an estimated $272K and leaving 290 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #118.

Oak Point Wealth Management first reported a position in VIG in Q4 2017 and has held it in 2 quarters since. The position peaked at $299K in Q4 2017. 842 funds tracked by Wall St. Rank hold VIG as of Q1 2018.

Oak Point Wealth Management held 290 shares of Vanguard Dividend Appreciation ETF worth $29K as of Q1 2018.
Oak Point Wealth Management sold 2,628 Vanguard Dividend Appreciation ETF shares in Q1 2018, an estimated $272K.
Vanguard Dividend Appreciation ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #118 holding.
Oak Point Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $299K in Q4 2017.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2018.

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