Oak Hill Wealth Advisors, LLC Purchases and Sells in Q1 2025

Oak Hill Wealth Advisors, LLC

$431 Billion
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	89.5K + 16.18%	$47.4 - $52.99 $4.24M - $4.74M	642K $32.7B
VTV	7.15K + 3.61%	$167.73 - $179.21 $1.2M - $1.28M	205K $35.5B
CGMU	43K + 111.35%	N/A	81.7K $2.19B
VYMI	9.2K + 11.93%	$67.08 - $76.14 $617K - $701K	86.4K $6.36B
VIG	6.9K + 4.57%	N/A	158K $30.6B
BNDX	22.4K + 5.94%	$48.33 - $49.5 $1.08M - $1.11M	401K $19.6B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	7.75K New	N/A	7.75K $575M
CAPITAL GRP FIXED INCM ETF T	11.9K New	N/A	11.9K $299M
CVS	4.32K New	$44.22 - $68.64 $191K - $296K	4.32K $293M
IVV	510 New	$554.06 - $615.85 $283K - $314K	510 $287M
ALLSPRING EXCHANGE TRADED FU	9.26K New	N/A	9.26K $231M
LINDE PLC	449 New	N/A	449 $209M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	-74K - 17.94%	$42.5 - $46.71 $3.14M - $3.45M	338K $15.3B
VV	-2.29K - 2.27%	$253.32 - $282.66 $580K - $647K	98.5K $25.3B
MSFT	-707 - 2.76%	$375.39 - $447.2 $265K - $316K	24.9K $9.35B
NVDA	-2.38K - 15.68%	$106.98 - $149.43 $255K - $356K	12.8K $1.39B
VO	-385 - 0.48%	$251.87 - $277.95 $97K - $107K	80.7K $20.9B
GOOG	-8 - 0.1%	$156.06 - $207.71 $1.25K - $1.66K	8.15K $1.27B

Activity Summary All Purchases 57 New Holdings 7 Increased Positions 50 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Hill Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Hill Wealth Advisors, LLC with notifications on news.