Oak Family Advisors, LLC Vanguard Transaction History
Oak Family Advisors, LLC
- $268 Million
- Q4 2024
A detailed history of Oak Family Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Oak Family Advisors, LLC holds 31,692 shares of VGSH stock, worth $1.85 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
31,692
Previous 13,720
130.99%
Holding current value
$1.85 Million
Previous $809,000
127.81%
% of portfolio
0.69%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
928Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio