Oak Point Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
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Oak Point Wealth Management's VOT Position: Q1 2018 in Review
Oak Point Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q1 2018, selling an estimated $6.57K and leaving 1,978 shares worth $251K. The position accounts for 0.26% of the portfolio, ranked #94.
Oak Point Wealth Management first reported a position in VOT in Q4 2017 and has held it in 2 quarters since. The position peaked at $271K in Q4 2017. 348 funds tracked by Wall St. Rank hold VOT as of Q1 2018.
- Oak Point Wealth Management held 1,978 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $251K as of Q1 2018.
- Oak Point Wealth Management sold 50 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2018, an estimated $6.57K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Oak Point Wealth Management's portfolio in Q1 2018, its #94 holding.
- Oak Point Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $271K in Q4 2017.
- 348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.