Oak Family Advisors, LLC Vanguard Total World Stk Index Transaction History

Oak Family Advisors, LLC

$284 Million
Q1 2025

A detailed history of Oak Family Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Oak Family Advisors, LLC holds 2,548 shares of VT stock, worth $295,109. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,548

Previous 2,883 11.62%

Holding current value

$295,109

Previous $338,000 12.72%

% of portfolio

0.1%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$115.08 - $123.97 $38,551 - $41,529	-335 Reduced 11.62%	2,548 $295,000
Q4 2024 Jan 24, 2025	SELL	$117.09 - $123.07 $1,170 - $1,230	-10 Reduced 0.35%	2,883 $338,000
Q3 2024 Oct 17, 2024	SELL	$107.72 - $119.96 $1,508 - $1,679	-14 Reduced 0.48%	2,893 $346,000
Q2 2024 Jul 23, 2024	BUY	$104.94 - $113.51 $106,409 - $115,099	1,014 Added 53.57%	2,907 $327,000
Q1 2024 Apr 24, 2024	SELL	$100.68 - $110.5 $14,095 - $15,470	-140 Reduced 6.89%	1,893 $209,000
Q4 2023 Jan 30, 2024	BUY	$88.97 - $103.1 $180,876 - $209,602	2,033 New	2,033 $209,000
Q2 2023 Aug 02, 2023	SELL	$91.33 - $98.06 $10,502 - $11,276	-115 Reduced 4.95%	2,207 $214,000
Q1 2023 May 01, 2023	SELL	$86.24 - $94.55 $2,156 - $2,363	-25 Reduced 1.07%	2,322 $213,000
Q4 2022 Jan 27, 2023	BUY	$78.67 - $91.07 $184,638 - $213,741	2,347 New	2,347 $0
Q2 2022 Jul 29, 2022	SELL	$83.88 - $102.77 $4,194 - $5,138	-50 Reduced 2.04%	2,403 $205,000
Q1 2022 May 03, 2022	SELL	$93.8 - $108.09 $4,596 - $5,296	-49 Reduced 1.96%	2,453 $248,000
Q4 2021 Feb 02, 2022	BUY	$101.45 - $109.23 $101 - $109	1 Added 0.04%	2,502 $269,000
Q3 2021 Nov 10, 2021	SELL	$101.52 - $107.65 $102,230 - $108,403	-1,007 Reduced 28.71%	2,501 $255,000
Q2 2021 Jul 29, 2021	SELL	$98.57 - $104.51 $3,449 - $3,657	-35 Reduced 0.99%	3,508 $364,000
Q1 2021 May 05, 2021	SELL	$92.05 - $98.71 $33,506 - $35,930	-364 Reduced 9.32%	3,543 $0
Q4 2020 Feb 12, 2021	BUY	$78.99 - $92.58 $308,613 - $361,710	3,907 New	3,907 $0

Others Institutions Holding VT

# of Institutions

1,091

Shares Held

99.5M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Oak Family Advisors, LLC Vanguard Total World Stk Index Transaction History