Oak Point Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$870K	Sell	37,656 -1,914	-5%	-$46.7K	0.89%	41
2017 Q4	$932K	Buy	+39,570	New	+$908K	0.92%	36

Other funds holding VUG

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 4.8% in Q1 2018, selling an estimated $46.7K and leaving 37,656 shares worth $870K. The position accounts for 0.89% of the portfolio, ranked #41.

Oak Point Wealth Management first reported a position in VUG in Q4 2017 and has held it in 2 quarters since. The position peaked at $932K in Q4 2017. 724 funds tracked by Wall St. Rank hold VUG as of Q1 2018.

Oak Point Wealth Management held 37,656 shares of Vanguard Morningstar Growth ETF worth $870K as of Q1 2018.
Oak Point Wealth Management sold 1,914 Vanguard Morningstar Growth ETF shares in Q1 2018, an estimated $46.7K.
Vanguard Morningstar Growth ETF made up 0.89% of Oak Point Wealth Management's portfolio in Q1 2018, its #41 holding.
Oak Point Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Morningstar Growth ETF position peaked at $932K in Q4 2017.
724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2018.

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