Oak Harbor Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Oak Harbor Wealth Partners, LLC

$395 Million
Q3 2025

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 781 shares of VTI stock, worth $257,620. This represents 0.06% of its overall portfolio holdings.

Number of Shares

781

Previous 458 70.52%

Holding current value

$257,620

Previous $139,000 84.17%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$303.93 - $329.86 $98,169 - $106,544	323 Added 70.52%	781 $256,000
Q2 2025 Jul 31, 2025	BUY	$243.75 - $303.93 $91,893 - $114,581	377 Added 465.43%	458 $139,000
Q2 2023 Jul 27, 2023	SELL	$200.75 - $220.28 $159,797 - $175,342	-796 Reduced 90.76%	81 $17,000
Q4 2022 Jan 18, 2023	BUY	$179.3 - $204.18 $142,722 - $162,527	796 Added 982.72%	877 $0
Q3 2022 Nov 03, 2022	BUY	$179.47 - $216.24 $4,486 - $5,406	25 Added 44.64%	81 $15,000

Q2 2022 Jul 25, 2022	SELL	$183.02 - $230.52 $2,196 - $2,766	-12 Reduced 17.65%	56 $11,000
Q4 2021 Feb 17, 2022	BUY	$221.73 - $242.96 $15,077 - $16,521	68 New	68 $16,000

Others Institutions Holding VTI

# of Institutions

3,638

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Account

Oak Harbor Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History