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Oak Point Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Oak Point Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$354K Buy
2,598
+79
+3% +$11.4K 0.36% 74
2017
Q4 		$363K Buy
+2,519
New +$346K 0.36% 73

Other funds holding VIS

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Oak Point Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 3.1% in Q1 2018, buying an estimated $11.4K and bringing the position to 2,598 shares worth $354K. The position accounts for 0.36% of the portfolio, ranked #74.

Oak Point Wealth Management first reported a position in VIS in Q4 2017 and has held it in 2 quarters since. The position peaked at $363K in Q4 2017. 208 funds tracked by Wall St. Rank hold VIS as of Q1 2018.

  • Oak Point Wealth Management held 2,598 shares of Vanguard Industrials ETF worth $354K as of Q1 2018.
  • Oak Point Wealth Management bought 79 Vanguard Industrials ETF shares in Q1 2018, an estimated $11.4K.
  • Vanguard Industrials ETF made up 0.36% of Oak Point Wealth Management's portfolio in Q1 2018, its #74 holding.
  • Oak Point Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard Industrials ETF position peaked at $363K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2018.

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