Oak Family Advisors, LLC Vanguard Transaction History

Oak Family Advisors, LLC

  • $318 Million
  • Q3 2024

A detailed history of Oak Family Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Oak Family Advisors, LLC holds 13,720 shares of VGSH stock, worth $796,034. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,720
Previous 8,970 52.95%
Holding current value
$796,034
Previous $520,000 55.58%
% of portfolio
0.25%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$57.74 - $59.13 $274,265 - $280,867
4,750 Added 52.95%
13,720 $809,000
Q2 2024

Jul 23, 2024
BUY
$57.55 - $58.0 $196,418 - $197,954
3,413 Added 61.42%
8,970 $520,000
Q1 2024

Apr 24, 2024
BUY
$57.88 - $58.54 $321,639 - $325,306
5,557 New
5,557 $322,000
Q4 2021

Feb 02, 2022
SELL
$60.79 - $61.43 $607,900 - $614,300
-10,000 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$61.41 - $61.64 $614,100 - $616,400
10,000 New
10,000 $614,000

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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