Oak Point Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.55M	Buy	31,608 +2,834	+10%	+$244K	2.6%	6
2017 Q4	$2.46M	Buy	+28,774	New	+$2.41M	2.43%	8

Other funds holding VYM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Oak Point Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 9.8% in Q1 2018, buying an estimated $244K and bringing the position to 31,608 shares worth $2.55M. The position accounts for 2.6% of the portfolio, ranked #6.

Oak Point Wealth Management first reported a position in VYM in Q4 2017 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold VYM as of Q1 2018.

Oak Point Wealth Management held 31,608 shares of Vanguard High Dividend Yield ETF worth $2.55M as of Q1 2018.
Oak Point Wealth Management bought 2,834 Vanguard High Dividend Yield ETF shares in Q1 2018, an estimated $244K.
Vanguard High Dividend Yield ETF made up 2.6% of Oak Point Wealth Management's portfolio in Q1 2018, its #6 holding.
Oak Point Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and has held it in 2 quarters since.
704 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2018.

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