Oak Point Wealth Management’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$645K	Sell	6,018 -903	-13%	-$102K	0.66%	47
2017 Q4	$772K	Buy	+6,921	New	+$749K	0.76%	41

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 13% in Q1 2018, selling an estimated $102K and leaving 6,018 shares worth $645K. The position accounts for 0.66% of the portfolio, ranked #47.

Oak Point Wealth Management first reported a position in VOE in Q4 2017 and has held it in 2 quarters since. The position peaked at $772K in Q4 2017. 425 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

Oak Point Wealth Management held 6,018 shares of Vanguard Morningstar Mid-Cap Value ETF worth $645K as of Q1 2018.
Oak Point Wealth Management sold 903 Vanguard Morningstar Mid-Cap Value ETF shares in Q1 2018, an estimated $102K.
Vanguard Morningstar Mid-Cap Value ETF made up 0.66% of Oak Point Wealth Management's portfolio in Q1 2018, its #47 holding.
Oak Point Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Morningstar Mid-Cap Value ETF position peaked at $772K in Q4 2017.
425 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q1 2018.

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