Oak Point Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$12K	Sell	211 -2,291	-92%	-$133K	0.01%	146
2017 Q4	$143K	Buy	+2,502	New	+$140K	0.14%	109

Other funds holding VXUS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Oak Point Wealth Management reduced its Vanguard Total International Stock ETF (VXUS) stake by 92% in Q1 2018, selling an estimated $133K and leaving 211 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #146.

Oak Point Wealth Management first reported a position in VXUS in Q4 2017 and has held it in 2 quarters since. The position peaked at $143K in Q4 2017. 365 funds tracked by Wall St. Rank hold VXUS as of Q1 2018.

Oak Point Wealth Management held 211 shares of Vanguard Total International Stock ETF worth $12K as of Q1 2018.
Oak Point Wealth Management sold 2,291 Vanguard Total International Stock ETF shares in Q1 2018, an estimated $133K.
Vanguard Total International Stock ETF made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #146 holding.
Oak Point Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Vanguard Total International Stock ETF position peaked at $143K in Q4 2017.
365 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2018.

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