Oak Harbor Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,889 shares of VB stock, worth $471,891. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,889
Previous 1,702
10.99%
Holding current value
$471,891
Previous $403,000
19.11%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio