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Oak Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Oak Point Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-881
Closed -$216K – 254
2017
Q4 		$216K Buy
+881
New +$211K 0.21% 100

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oak Point Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2018, closing a stake of 881 shares — an estimated $216K sold.

Oak Point Wealth Management first reported a position in VOO in Q4 2017 and held it in 1 quarter. The position peaked at $216K in Q4 2017. 874 funds tracked by Wall St. Rank hold VOO as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 881 Vanguard S&P 500 ETF shares in Q1 2018, an estimated $216K.
  • Oak Point Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Vanguard S&P 500 ETF position peaked at $216K in Q4 2017.
  • 874 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2018.

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