Oak Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 1,374 shares of VOO stock, worth $848,898. This represents 0.49% of its overall portfolio holdings.

Number of Shares
1,374
Previous 1,312 4.73%
Holding current value
$848,898
Previous $745 Million 12.9%
% of portfolio
0.49%
Previous 0.48%

Shares

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

Oct 24, 2025
BUY
$567.77 - $614.76 $35,201 - $38,115
62 Added 4.73%
1,374 $841 Million
Q2 2025

Jul 15, 2025
BUY
$456.74 - $568.03 $201,422 - $250,501
441 Added 50.63%
1,312 $745 Million
Q1 2025

Apr 23, 2025
BUY
$507.05 - $563.67 $38,028 - $42,275
75 Added 9.42%
871 $448 Million
Q4 2024

Feb 14, 2025
BUY
$521.84 - $558.82 $415,384 - $444,820
796 New
796 $429 Million

Others Institutions Holding VOO

# of Institutions
3,874
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email