OPWM
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Oak Point Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Oak Point Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$28K Sell
1,230
-6,486
-84% -$155K 0.03% 121
2017
Q4 		$178K Buy
+7,716
New +$172K 0.18% 104

Other funds holding VOOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 84% in Q1 2018, selling an estimated $155K and leaving 1,230 shares worth $28K. The position accounts for 0.03% of the portfolio, ranked #121.

Oak Point Wealth Management first reported a position in VOOG in Q4 2017 and has held it in 2 quarters since. The position peaked at $178K in Q4 2017. 126 funds tracked by Wall St. Rank hold VOOG as of Q1 2018.

  • Oak Point Wealth Management held 1,230 shares of Vanguard S&P 500 Growth ETF worth $28K as of Q1 2018.
  • Oak Point Wealth Management sold 6,486 Vanguard S&P 500 Growth ETF shares in Q1 2018, an estimated $155K.
  • Vanguard S&P 500 Growth ETF made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #121 holding.
  • Oak Point Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $178K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2018.

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