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

Oak Harbor Wealth Partners, LLC

  • $395 Million
  • Q3 2025

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 197 shares of VT stock, worth $27,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
197
Previous 186 5.91%
Holding current value
$27,430
Previous $23,000 17.39%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$128.41 - $138.03 $1,412 - $1,518
11 Added 5.91%
197 $27,000
Q2 2025

Jul 31, 2025
BUY
$103.16 - $128.52 $1,341 - $1,670
13 Added 7.51%
186 $23,000
Q1 2025

May 12, 2025
BUY
$115.08 - $123.97 $1,380 - $1,487
12 Added 7.45%
173 $20,000
Q4 2024

Feb 07, 2025
BUY
$117.09 - $123.07 $1,522 - $1,599
13 Added 8.78%
161 $18,000
Q3 2024

Nov 06, 2024
BUY
$107.72 - $119.96 $1,400 - $1,559
13 Added 9.63%
148 $17,000
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
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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