Oak Point Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Other funds holding VO
Oak Point Wealth Management's VO Position: Q1 2018 in Review
Oak Point Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.3% in Q1 2018, buying an estimated $38.3K and bringing the position to 43,356 shares worth $1.64M. The position accounts for 1.67% of the portfolio, ranked #17.
Oak Point Wealth Management first reported a position in VO in Q4 2017 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold VO as of Q1 2018.
- Oak Point Wealth Management held 43,356 shares of Vanguard Morningstar Mid-Cap ETF worth $1.64M as of Q1 2018.
- Oak Point Wealth Management bought 972 Vanguard Morningstar Mid-Cap ETF shares in Q1 2018, an estimated $38.3K.
- Vanguard Morningstar Mid-Cap ETF made up 1.67% of Oak Point Wealth Management's portfolio in Q1 2018, its #17 holding.
- Oak Point Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 2 quarters since.
- 756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.