Oak Wealth Advisors LLC Vanguard Small Cap ETF Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,294 shares of VB stock, worth $1.32 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
5,294
Previous 5,194 1.93%
Holding current value
$1.32 Million
Previous $1.23 Billion 9.37%
% of portfolio
0.78%
Previous 0.79%

Shares

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

Oct 24, 2025
BUY
$237.58 - $259.17 $23,758 - $25,917
100 Added 1.93%
5,294 $1.35 Billion
Q2 2025

Jul 15, 2025
SELL
$193.73 - $237.37 $34,677 - $42,489
-179 Reduced 3.33%
5,194 $1.23 Billion
Q1 2025

Apr 23, 2025
BUY
$217.89 - $252.64 $252,752 - $293,062
1,160 Added 27.53%
5,373 $1.19 Billion
Q4 2024

Feb 14, 2025
BUY
$233.76 - $261.58 $984,830 - $1.1 Million
4,213 New
4,213 $1.01 Billion

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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