Oak Harbor Wealth Partners, LLC Vanguard Total World Stk Index Transaction History

Oak Harbor Wealth Partners, LLC

$317 Million
Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 135 shares of VT stock, worth $15,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Previous 119 13.45%

Holding current value

$15,870

Previous $13,000 15.38%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$104.94 - $113.51 $1,679 - $1,816	16 Added 13.45%	135 $15,000
Q1 2024 Apr 23, 2024	BUY	$100.68 - $110.5 $1,208 - $1,326	12 Added 11.21%	119 $13,000
Q4 2023 Feb 09, 2024	BUY	$88.97 - $103.1 $800 - $927	9 Added 9.18%	107 $11,000
Q3 2023 Oct 19, 2023	BUY	$92.79 - $100.59 $1,299 - $1,408	14 Added 16.67%	98 $9,000
Q2 2023 Jul 27, 2023	BUY	$91.33 - $98.06 $1,187 - $1,274	13 Added 18.31%	84 $8,000
Q1 2023 Apr 24, 2023	BUY	$86.24 - $94.55 $1,293 - $1,418	15 Added 26.79%	71 $6,000
Q4 2022 Jan 18, 2023	BUY	$78.67 - $91.07 $1,101 - $1,274	14 Added 33.33%	56 $0
Q3 2022 Nov 03, 2022	BUY	$78.88 - $94.48 $2,918 - $3,495	37 Added 740.0%	42 $3,000
Q1 2022 May 11, 2022	BUY	$93.8 - $108.09 $469 - $540	5 New	5 $1,000

Others Institutions Holding VT

# of Institutions

980

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

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About VANGUARD TOTAL WORLD STK INDEX

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Oak Harbor Wealth Partners, LLC Vanguard Total World Stk Index Transaction History